Subscription period closed
|Product||Retail fund (FCPI)|
|Year of establishment||2012|
|Investment strategy||European SMEs, PME, mainly unlisted|
|Investment sectors||Life Sciences Information Technology, Energy|
|Tax relief||At the start:
– 40% relief on wealth tax up to 18.000 euros or
– 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||7 years, with a possible 3 years extension, depending on the decision of the asset management company|
|Depository bank||Société Générale|
|Management and Operating fees||3.46%|
|Status||Closed to new subscriptions|
Connexion espace partenaire