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.
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
