Investing in unlisted companies can diversify your wealth over the long term. It is a risky, illiquid investment: capital is not guaranteed and funds are locked in for several years.
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Understanding the mechanics to make the right wealth decisions.
Private equity funds invest in unlisted companies over 8 to 10 years. Past performance does not predict future performance and capital is not guaranteed.
The income tax reductions linked to these funds have been sharply cut. We check with you what is still available in your situation.
Beyond FIP/FCPI, Private Equity fund-of-funds provide access to top-tier managers (Eurazeo, Ardian, Bpifrance) with reduced ticket sizes.
Unlike listed equities, Private Equity is illiquid for 8 to 10 years. The amounts invested cannot be recovered before the fund's term. This type of investment only suits investors with sufficient savings elsewhere (liquidity, life insurance, etc.). The rule: only invest in PE capital you absolutely do not need in the short term.
We analyse the funds offered by our partners based on manager quality, investment strategy and fees.
Private Equity should represent only a measured share of your wealth (5 to 20% depending on your profile). Véloci defines the right allocation.
