TrendSelection PEA Evolutif
TrendSelection PEA Evolutif
Flexible European Equities
Art.8
PEA
"A PEA strategy with a dual performance engine: exposure to equities and stock selection."
Key Points
- A selection of securities based on:
- An in-depth fundamental analysis of the selected companies
- A technical and graphical analysis of price movements and transaction volumes, which may lead the manager to increase or decrease weighting based on the bullish or bearish trends of the concerned securities.
- A hedging/exposure strategy to equities based on various and numerous technical indicators, using simple derivative products when technical configurations are analyzed by the management company as either bearish or bullish.
Inception date
5 May 2008
Legal status
French law UCITS V-compliant mutual fund (FCP)
AMF classification
Flexible Allocation Europe
PEA eligible (France only)
PEA
Currency
EUR
ISIN Codes
FR0010602623 (TrendSelection PEA Evolutif)
Cost
Refer to the Prospectus and the KID for each share class available above in the Documents section.
Investment management company
Montpensier Arbevel
Custodian
CIC
Valuation
Quotidienne
Cut-off
Refer to the prospectus and contact the banking institution through which the order was placed.
Investment horizon
Greater than 5 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: FR0010602623
VL
142.24€
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 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
- Risk of capital loss
- Risk related to discretionary management
- Equity market risk
- Risk associated with small-cap equities
- Liquidity risk
- Interest rate risk
- Credit risk
- Risk associated with investments in speculative (high-yield) securities
- Currency risk
- Risk related to the impact of techniques such as derivatives
- Counterparty risk
- Sustainability risks
The risks are detailed in the prospectus.
YTD
5.37%
5 years performance
-
-0.06%