What are the eligible media?
The PEA allows investing mainly in European securities.
PLAN D'ÉPARGNE EN ACTION
9/24/20251 min read
The PEA allows investing mainly in European securities:
📈 European listed shares
🏦 eligible UCITS and ETFs mainly invested in European equities
⚠️ Attention: some products like non-EU shares or bonds are not eligible.
Concrete example:
Marc invests €15,000 in a PEA: €10,000 in an ETF France/Germany and €5,000 in a diversified UCITS Europe. His portfolio remains fully compliant with the PEA and benefits from advantageous taxation.
Tip:
Diversification is key: combining direct actions and funds reduces risk while taking advantage of the potential return.
Our group
BALLMONT Properties
CC Place des Grands Hommes – 1er étage – CS 22029
33001 Bordeaux
BALLMONT Wealth Management
11 avenue Delcassé
75008 Paris
COntact details
contact@ballmont.fr
05 40 25 60 98
