M Global Onshoring

M Global Onshoring

International Equities – Industrial Reshoring Theme

Art.8

"Capturing value creation driven by regionalization and industrial reshoring projects in developed countries."

Key Points

  • The objective is to select international companies spanning the entire value chain, benefiting from the regionalization of trade, industrial reshoring, and major state investment plans.
  • Our strategy targets three profiles of companies that benefit from these trends:
    1. Strategic Sectors: Companies benefiting from state investment plans and sovereignty-focused priorities, including industries such as Technology, Electrification, Health, Food Security, and Manufacturing.
    2. Upstream Players: Companies at the start of the value chain, essential for strategic activities and the resilience of supply chains (Raw Materials, Fossil Energy, Investment Financing).
    3. Enablers: Providers of essential tools and infrastructure for industrial investment, such as Construction, Infrastructure, Operational Efficiency, and Networks.
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Inception date

2 December 2024

Legal status

UCITS V FCP

AMF classification

Global Equity

PEA eligible (France only)

No

Currency

EUR

ISIN Codes

FR001400O8L7 (M Global Onshoring IC),
FR001400O8M5 (M Global Onshoring RC)

Cost

Refer to the Prospectus and the KID for each share class available above in the Documents section.

Investment management company

Montpensier Arbevel

Custodian

CACEIS Bank

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

Centralist

Caceis Bank

Transfert agent

SFDR

8
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: FR001400O8L7

VL

224.15€

04/24/2025

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: The UCITS provides no guarantee of performance or capital.
  • Risk related to discretionary management: There is a risk that the UCITS may not always be invested in the best-performing securities.
  • Equity risk: Equity markets can experience significant fluctuations or even a sharp decline.
  • Foreign exchange risk: The fund’s net asset value may decrease if exchange rates fluctuate, with currency risk exposure potentially reaching up to 100% of net assets.
  • Risk related to investments in mid-cap stocks: The UCITS may invest up to 100% of its net assets in securities with a market capitalization between €3 billion and €10 billion, which, due to their specific characteristics, may present risks for investors.
  • Sustainability risk: The UCITS is exposed to the risk that an event or situation in the environmental, social, or governance (ESG) domain, if it occurs, could have a significant negative, real, or potential impact on the value of portfolio securities.
  • Risk of investing in emerging markets: The UCITS may invest up to 30% of its net assets in equities from emerging markets, which, due to their specific operational and regulatory characteristics, may pose additional risks for investors.
  • Other risks: Liquidity risk, risk related to the use of derivative instruments, interest rate risk, credit risk, counterparty risk.

The risks are detailed in the prospectus.

YTD

-8.22%

5 years performance​

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