Why diversify your media?

Diversification is a key principle of investment.

ASSURANCE VIE

9/24/20251 min read

In a multisupport contract, you can divide your capital between euro funds and units of account. Each type of medium has its advantages and risks:

Euro funds: Secure, guaranteed capital, stable but limited return.

Units of account: Potential for higher return, but risk of capital loss.

Concrete example:

Antoine invests €100,000: €60,000 in euro funds to secure his capital, €40,000 in shares and SCPI to benefit from growth and additional income. Over 10 years, this strategy allows to balance security and performance.

Tip:

Adjust the distribution according to your age, goals and risk tolerance.

The units of account also allow investing in indirect real estate (SCPI), thematic ETFs, and to take advantage of geographical diversification.