Pluvalca Health Opportunities
Pluvalca Health Opportunities
International Equities – Health Theme
Art.9
Key Points
- A fund primarily invested in European equities of all capitalizations, covering the full spectrum of healthcare: development and commercialization of therapeutic molecules, diagnostics, medical instruments, pharmaceutical industry services, and patient care services.
- Portfolio selection is based on thorough and independent analysis, including:
- Assessment of medical needs
- Competitive landscape analysis
- Product differentiation
- Company valuation
- Evaluation of solvency risk
- Management quality
- Feasibility of projects
Inception date
19 December 2014
Legal status
French-law UCITS V coordinated SICAV
AMF classification
Biotech Sector Equities
PEA eligible (France only)
Non
Currency
EUR
ISIN Codes
FR0012283406 (Pluvalca Health Opportunities A)
FR0013294212 (Pluvalca Health Opportunities B)
Cost
Refer to the Prospectus and the KID for each share class available above in the Documents section.
Investment management company
Montpensier Arbevel
Custodian
Société Générale
Valuation
Daily
Cut-off
Refer to the prospectus and contact the bank through which the order is placed.
Investment horizon
Greater than 5 years
Approved for distribution in
France, Luxembourg
Centralist
Société Générale
Transfert agent
SFDR
9
The investment decision takes into account all the characteristics, objectives, and risks of the UCITS as described in its regulatory documentation: prospectus, KID, and, where applicable, the SFDR pre-contractual document, which should be consulted before making any final investment decision. The figures mentioned relate to past years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.
ISIN: FR0012283406
VL
110.97€
03/10/2025
Risk Indicator - SRI
The risk indicator assumes that you hold the product for 5 years.
The actual risk may be significantly different if you exit before the recommended holding period ends, and you may receive less in return. You risk selling your product at a price that could significantly impact the amount you receive back.
Documents
Risks
- Risk of capital loss
- Equity market risk
- Sector risk
- Risk related to investment in small-cap equities
- Liquidity risk
- Interest rate risk
- Credit risk
- Foreign exchange risk
- Counterparty risk
- Risk related to convertible bonds
- Risk related to the impact of techniques such as derivatives
- Risks related to collateral management (operational, custodial, legal)
- Sustainability risks
The risks are detailed in the prospectus.
YTD
-4.66%
5 years performance
17.37%
6.26%