Private Equity — investing in companies not listed on the stock exchange — has historically outperformed equity markets by 3 to 5% annually. Véloci opens up this universe reserved for informed investors.
Understanding the mechanics to make the right wealth decisions.
Over 20 years, Private Equity has outperformed listed markets by 3 to 5% annually on average, with lower day-to-day volatility (unlisted assets).
Local Investment Funds (FIP) and Innovation Investment Funds (FCPI) allow you to reduce your income tax by 18% of amounts invested.
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.
Analysis and selection of the best-performing FIP, FCPI and fund-of-funds 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.