• Taille du texte
  • Contraste

Spirica, first insurer to launch a range of private equity products

Spirica, a pioneering insurer on the private equity market, is announcing the launch of a new range of products for its distributor partners.

Four products (three FCPR venture capital funds* and one “other AIF” fund**) are now available with the company's life insurance policies:

  • FCPR Amundi Megatendances AV (Amundi) takes part in growth capital and buyout capital operations in French or European SMEs and mid-market firms, investing in five core global trends: technologies, environment, demographics, societal development and globalisation;
  • FCPR Entrepreneur et Rendement no.3 (Entrepreneur Venture) invests in debt issued by SMEs;
  • NextStage Croissance (NextStage AM) accompanies innovative, growth mid-market firms positioned around four main underlying economic trends: the economy of the value of emotions and customer knowledge, the on-demand and sharing economy, the industrial internet, and the positive or green growth economy;
  • FCPR Isatis Capital Vie & Retraite*** (Isatis Capital) funds growth SMEs in four main sectors: digital, medtech and nutrition, business services and high value-added industries.

Available from €1000, investments in these products are limited to 10% of payments into policies or their outstanding amounts for arbitrage, in accordance with the French insurance code (Code des assurances).

According to Daniel Collignon, Spirica’s CEO:

Private equity has been the best-performing asset class for the past 20 years and is a real source of diversification for investors looking for performance. Incorporating unlisted’ investments into a life insurance package offers real benefits for policyholders and makes it possible to give their savings a sense of direction and meaning again by supporting the real economy through very small businesses, SMEs and mid-market firms, while benefiting from the expertise of investment management companies.

* Fonds commun de placement à risques (venture capital mutual fund)

** Alternative investment fund (AIF)

*** Product available from November

Your shortcuts list is already full

Manage my shortcuts

If you wish to exercise your right to oppose the processing of personal data for audience measurement purposes on our site via our service provider AT internet, click on refuse.