Sicav Prosperity

SICAV Prosperity

To take advantage of stock market opportunities
2.40%
Performance
in 2020
5.3
Millions Tunisian Dinars
Assets under management

Recommended subscriber profile

For investors wishing to take advantage of opportunities offered by the stock market, while controlling the risk, SICAV Prosperity, through a careful and balanced portfolio management, can take advantage of the experience of specialized managers of Tunisie Valeurs Asset Management. For SICAV Prosperity, Tunisie Valeurs Asset Management recommends a minimum investment period of one year.

Investment policy

SICAV Prosperity is a mixed SICAV of capitalization with a limited component of shares, conferring on it the character of prudent UCITS. SICAV Prosperity is more particularly addressed to investors accepting a low to moderate risk.

Performance

In 2020, its net tax yield for individuals was +2.40%.

Taxation

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

Guarantee for loans

The shares of SICAV Prosperity may be pledged as security 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.