Equity savings plan (PEA) mandate

The choice of dynamic management

as part of an equity savings plan (PEA)

The equity savings plan (PEA) mandate is based on dynamic management, the objective being to obtain high capital gains in the long term in exchange for a high risk of capital loss while benefiting from tax advantages. The proportion of equities varies from 0 to 100%, according to market developments and our convictions.

It is intended to be used as part of an equity savings plan (PEA):

Management mandate Minimum - maximum equities Risk scale*
Equity savings plan (PEA) 0 - 100%
1 2 3 4 5 6 7

* 1 corresponds to a low but non-zero risk, 7 corresponds to the highest risk level. Less risk means lower potential return, on the contrary high risk means high potential return.

Key features

Share of equities

Flexible from 0 to 100%

 

Recommended investment horizon

More than 5 years

 

Investment universe

Mutual funds eligible for equity savings plans, European equities excluding Switzerland

 

For further information please contact Eric Frénois, Head of Discretionary Management.

Eric Frénois

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