Sicav Tresor

SICAV TRESOR

If you are looking for a return in the form of dividends without sacrificing security
4.97%
Performance
in 2020
155
Millions Tunisian Dinars
Assets under management

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SICAV Trésor is essentially intended for cautious investors who wish to grow their stable cash surpluses. It is an investment that favors the security of the invested capital while offering an attractive return in the form of dividends and, possibly, capital gains at the time of resale. The profitability of SICAV Trésor is generally higher than that of traditional bank investments.

Investment Policy

SICAV Trésor is an investment that favors the security of the invested capital while offering an attractive return in the form of dividends and, possibly, capital gains at the time of resale. The profitability of SICAV Trésor is generally higher than that of traditional bank investments. As it is totally insulated from the vagaries of the equity market, its risk scale is low.

Performance

In 2020, its net tax yield for individuals was +4.97%.

Taxation

SICAV Trésor offers tax advantages :

  • Individuals: exemption from capital gains tax
  • Legal entities: tax exemption on dividends

Guarantee for loans

Shares of SICAV Trésor 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.