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Securities investment funds · Indexed retirement savings

BIZ PPR ETF S&P 500

A retirement savings plan indexed to the S&P 500: it takes your retirement savings to the largest listed US companies in a single subscription.

Risk indicatorn/a
Minimum recommended termTo be confirmed
Initial subscriptionTo be confirmed

Simulate your path S&P 500 history

About the fund

Retirement linked to the largest US companies

BIZ PPR S&P 500 is a retirement savings plan indexed to the S&P 500, which brings together around 500 of the largest listed US companies. It combines the long-term savings logic of a PPR with direct exposure to the US stock market.

As it tracks an equity index, its value can fluctuate considerably and there is currency risk against the dollar. Name, terms, costs and documents are to be confirmed by the manager.

Performance

Fund performance

Fund with no published data. The chart will be added when official data is available.

Past returns do not guarantee future returns. Prototype: data to be validated by the manager.

Composition

What is in the S&P 500

Data as of 5/11/2026

The 10 largest companies

  1. Apple7.69%
  2. NVIDIA7.30%
  3. Microsoft6.22%
  4. Amazon3.94%
  5. Alphabet (class A)2.56%
  6. Broadcom2.33%
  7. Meta Platforms2.09%
  8. Alphabet (class C)2.06%
  9. Eli Lilly1.71%
  10. Tesla1.64%

Sectors

  • Information technology35.54%
  • Financials12.77%
  • Health care10.56%
  • Consumer discretionary9.54%
  • Communication services8.82%
  • Industrials8.14%
  • Consumer staples5.25%
  • Energy3.55%
  • Utilities2.15%
  • Real estate1.90%
  • Materials1.79%

Composition of the S&P 500 index, not of the fund, which has not yet published it. Top holdings: SPDR S&P 500 ETF, on stockanalysis.com as of 4/11/2026. Sectors: State Street, SPDR S&P 500 ETF, as of 5/11/2026.

Terms

Fund details

Terms to be confirmed by the manager before publication.

Simulator

How much could you accumulate?

Documents

Fund documents

Documents available on the fund's official page.

Frequently asked questions

The essentials about the fund

What does being indexed to the S&P 500 mean?

It means that performance seeks to follow the index, rather than depending on the manager's stock selection.

Does it have the tax benefits of a PPR?

The regime and terms are to be confirmed by the manager before publication.

What is the risk?

The risk indicator has not yet been published. A US equity fund can see high fluctuations and currency risk, and there is no capital guarantee.

Speak to the team

Unofficial prototype