Sunday , September 26 2021

Revenue PEA, bank by bank, in 2021



Le Revenu offers you a allocation of funds by PEA depending on the bank where it is open.  (© D. Lebrun / Euronext)

Le Revenu offers you a allocation of funds by PEA depending on the bank where it is open. (© D. Lebrun / Euronext)

Income fund selections to increase your PEA in each establishment.

The onset of the health crisis last year offered savers the opportunity to enter markets at historic lows, allowing them to take advantage of the stock market rebound from mid-March 2020.

But sometimes it’s hard to identify, in a plentiful supply, your bank’s most promising funds, which are eligible for your stock savings plan (PEA). Apart from online banking, most of the media offered in banking networks are still within the range of equity. Most savers have opened their PEA at their main bank and do not necessarily plan to transfer it to a competitor.

However, large banking networks can offer attractive supports, sometimes from affiliate management companies or group partners, to build a relevant portfolio. But great selectivity is needed because the diversity of performance between media is high.

+ 33% in an average year

In a PEA (see table below), French and European equity funds necessarily occupy a privileged place, even if other funds, particularly diversified ones, may be eligible. The rights we offer you must be reviewed at least once a year.

During this annual meeting, we help you identify the best investment vehicles for your bank.

Read more at LeRevenu.com


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