Pluvalca Disruptive Opportunities

Pluvalca Disruptive Opportunities

European Equities – Large and Mid-Cap

Art.8
PEA

"Harnessing the potential of technological trends by investing in innovative and robust European companies ready to transform key sectors of the global economy."

Key Points

  • Investing in companies benefiting from growth trends driven by technological innovation (IT, big data, 3D printing, robotics, biotechnology, Fintech, and Medtech).
  • A cross-sectoral and multi-thematic approach, combining exposure to technological trends through directly benefiting companies as well as traditional businesses whose growth potential is enhanced by these themes.
  • Focus on high-quality, profitable companies capable of financing their growth strategies primarily through internal cash flow generation.
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Inception date

28 January 2016

Legal status

French-law UCITS V coordinated SICAV

AMF classification

Technology Sector Equities

PEA eligible (France only)

PEA

Currency

EUR

ISIN Codes

FR0013076528 (Pluvalca Disruptive Opportunities A),
FR0013294220 (Pluvalca Disruptive Opportunities B),
FR0013076536 (Pluvalca Disruptive Opportunities I)

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

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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: FR0013076528

VL

120.52€

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
  • Risk related to investment in small and mid-cap equities
  • Liquidity risk
  • Risk of investing in emerging markets
  • 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

-0.63%

5 years performance​

-6.68%

-3.54%