Pluvalca Alterna Plus
Pluvalca Alterna Plus
Diversified
Art.8
"A fund that synthesizes the strong expertise of Montpensier Arbevel: asset allocation strategy; selection of securities (equities and bonds), selection of UCITS (Undertakings for Collective Investment in Transferable Securities)."
Key Points
- An exposure of 70% to 100% in fixed-income products (with a maximum of 30% in High Yield) and 0 to 30% in equities. • A sensitivity to interest rate risk ranging from 0 to +3.
Inception date
31 December 2008
Legal status
French law UCITS V-compliant SICAV
AMF classification
Flexible Prudent Allocation Europe
PEA eligible (France only)
NO
Currency
EUR
ISIN Codes
FR0010466128 (Pluvalca Alterna Plus A),
FR001400D9J2 (Pluvalca Alterna Plus 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 banking institution through which the order was placed.
Investment horizon
2 years
Approved for distribution in
France
Centralist
Société Générale
Transfert agent
SFDR
8
The decision to invest 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 referred to before making any final investment decision. The figures cited relate to past years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.
ISIN: FR0010466128
VL
17.64€
03/10/2025
Risk Indicator - SRI
The risk indicator assumes that you hold the product for 2 years.
The actual risk may be significantly different if you choose to 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
The risks are detailed in the prospectus.
YTD
1.26%
5 years performance
-
4.25%