Sicav Opportunity

SICAV TRESOR

To fully play the stock market card
-5.71%
Performance
in 2020
0.6
Millions Tunisian Dinars
Assets under management

Recommended subscriber profile

The investors' perspective is that of a prospect of high returns offered by the stock market in the medium and long term, while accepting a certain amount of risk since the supports are mainly shares. With dynamic portfolio management by Tunisie Valeurs Asset Management, SICAV Opportunity allows investors to benefit from the experience of its stock market investment specialists, who constantly select the best supports in order to seize stock market opportunities, without having to worry about direct management.

Investment Policy

SICAV Opportunity is a mixed capitalization SICAV. Its portfolio is mainly composed of shares.

Performance

In 2020, its net tax yield for individuals was -5.71%.

Taxation

SICAV Trésor offers tax advantages :

  • Individuals: Tax exemption on capital gains from the sale of SICAV Opportunity shares
  • The return on SICAV Opportunity is net of tax for individuals and is not subject to withholding tax or additional taxation.

Guarantee for loans

Shares of SICAV Opportunity may be pledged as collateral for a loan.

Total liquidity

Withdrawals are made on demand, without notice and free of charge, at the daily net asset value displayed at all times in our branches.