With the retail fund (FCPI) Truffle Développement, you have the opportunity to support listed innovative companies and benefit from a tax deduction in in exchange for blocking your assets between 7 and 10 years.
The retail fund FCPI Truffle Développement will focus on listed or to-be listed growing companies, after having eradicated or diminished the risks linked to the environment of technology start-ups. At least 50% of the assets of the fund will be invested in listed companies within an organized non-regulated market. Therefore, there is a risk of capital and liquidity loss. The FCPI Truffle Développement aims at investing in order to outperform or match the Alternext index.
|Product||Retail fund (FCPI)|
|Investment strategy||SMEs, mainly listed|
|Investment sectors||Life Sciences and Information Technology|
|Minimum installment||1.000 euros, then multiples of 100 euros|
|Tax relief||At the start:
– 18% income tax relief with a maximum instalment of 12.000 euros for a single person and 24.000 euros for a couple.
At the exit:
– Relief on capital gains taxation, before social taxes.
|Blocking of funds period||6 years, with a possible 1 year extension, depending on the decision of the asset management company|
|% invested in eligible SMEs||70%|
|Status||Open to new subscriptions|
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