| BAMI competence
The management of mutual funds (monetary, bonds or stocks) should be subject to a tried and tested process that is both rigorous and careful. That is why BAMI has selected from the professionals a large range of products, the diversity of financial and technical characteristics of which enables you to decide upon your investment strategy.
Whatever your choice, you benefit from our partner expertise Question your advisor and he will guide you in the establishment or reorganisation of your stock savings.
Invest regularly
A regular investment smoothes out over time the variations in the daily stock market rates and so enables you to make the most of the opportunities offered.
Diversify your investments
The diversification of your portfolio reduces the risks of stock market fluctuations and increases the hope of gain. It requires a process of selection of types of assets (monetary, bonds and shares) geographical areas, economic sectors and stocks. Our mutual funds meet these requirements and enable you to benefit from a wide and balanced diversification.
Take into account your tax situation
Certain mutual funds (FCP) or funds (SICAV) are eligible for the Savings in Action Scheme (PEA) The Savings in Action Scheme benefits from advantageous tax appraisal - exemption of income and capital gains (excluding general social security contributions and other social taxes) - if it is kept for a minimum of 5 years.
Life insurance is an indispensable tool in management and the handing on of personal assets. It allows you to diversify your financial investments under advantageous tax conditions. It offers you the possibility of handing on a large part of your personal assets excluding death duties.
Keep your investment for several years
In the Stock Market, patience is always rewarded. Investment in shares and in mutual funds can be attractive on condition that the investment is divided over time and the portfolio is diversified.
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