As is often the case with investing, there is theory… and practice.
Originally designed to promote the French economy through the purchase of shares, the share savings plan (PEA) - and its favorable taxation - extended to the purchase of European shares at the start of the 2000s. In theory, therefore, a PEA can only include shares of companies headquartered in the European Union or in a State of the European Economic Area (EEA).
Which now excludes the United Kingdom.
And if you invest through a fund, it must include at least 75% European equities.
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But the sophistication of finance is capable of many miracles.
“Money market funds eligible for PEA have been around for a long time
,” recalls Alexandre Hezez, strategist for the Richelieu group.
Today, it is possible to diversify your PEA in many asset classes around the world, including funds invested in real estate companies when the latter are excluded.
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