FCPI Truffle Fortune

Subscription period closed


Product Retail fund (FCPI)
Year of establishment 2008
ISIN Code FR0010593590
Investment strategy European SMEs, PME, mainly unlisted
Investment sectors Life Sciences Information Technology, Energy
Tax relief At the start:

–          35% relief on wealth tax up to 18.000 euros or


–          25% income tax relief with a maximum instalment of 12.000 euros for a single person and 24.000 euros for a couple.

During the investment:

–          Partial allowance on wealth tax base of 70%

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
Valuation frequency Quartely
Management and Operating fees 2.90%
Status Closed to new subscriptions