Equity savings plan in SMEs (PEA-SME) mandate

The choice of dynamic management

as part of an equity savings plan in small and medium-sized enterprises (PEA-SME)

The equity savings plan in SMEs (PEA-SME) 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 in SMEs (PEA-SME):

Management mandate Minimum - maximum equities Risk scale*
Equity savings plans in SMEs (PEA-SME) 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 and European equities eligible for equity savings plan in SMEs (PEA-SME)


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

Eric Frénois

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