Characteristics of the FCPR
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Characteristics of the FCPR
Risk level : 6/7
Investments in startups and SMEs are made over the long term and may be subject to significant variations in valuation.
Fund commitment: FCPR funds select the companies in which they invest taking into account ESG (environmental, social, governance) criteria. The fund is thus classified as Article 8 (SFDR regulations) and companies in certain sectors are excluded: shale gas, oil, tar sand, etc.
Minimum investment : €1,000
Savings plan concerned at Epsor : PER Collectif
Investment horizon : 10 years, renewable twice for 1 year. The amounts will be blocked on the fund during this entire period (arbitration included) except in cases of early release provided for the Collective PER.
Half-yearly valuation : currently €100/share
Annual fees taken directly from your savings: 3.5%
(Maximum average annual fee rate established based on the duration of the fund )