Unit-Linked and Private Equity Barometer: The new frontier for French savers

NextStage AM, pioneer of Capital Development in France, Spirica (Crédit Agricole Group) and Maison HEREZ unveil the results of their barometer on the expectations that French savers have in terms of investment in private equity (PER, life insurance , capitalization contract, etc.). This asset class is attracting more and more people, including young savers.

The survey was carried out from May 24 to 31, 2023, by the OpinionWay institute among a representative sample of 1 savers with life insurance, a PEA or securities account, and/or savings from more than 065 euros. High net worth savers with capital of €10 represent 000% of this sample.

The study looks back on the very good meeting of private equity with its new investors, savers in search of strong capital gains, real economy and measured risks, but also their expectations and their fears about liquidity, the difficulty of selection of the right fund or vehicle to accommodate this investment.