FCP VALEURS CEA is a mixed distribution mutual fund, intended for investors accepting a high level of risk and particularly dedicated to natural persons holding Equity Savings Accounts (CEA).
In order to ensure eligibility for the tax advantage, the distribution of the assets of FCP VALEURS CEA meets the allocation conditions stipulated by the regulations relating to CEAs:
In 2020, its net tax yield for individuals was -2.89%.
The taxation applicable to the FCP VALEURS CEA allows the exemption of capital gains tax on the sale of units for individuals, without withholding tax or additional taxation.
The shares of FCP VALEURS CEA can be pledged as a guarantee for a loan.
Subject to the tax provisions relating to CEAs, any holder of FCP Valeurs CEA has the right to request redemption at any time.