Meilleurtaux Horizon 2028

Meilleurtaux Horizon 2028

Feeder Fund of Pluvalca Credit Opportunities 2028

Art.8

« A feeder fund dedicated to the partnership with MeilleurTaux for the Pluvalca Credit Opportunities 2028 fund »

Key Points

  • MeilleurTaux Horizon 2028 is exclusively distributed by MeilleurTaux through their website.

Inception date

12 September 2023

Legal status

French law UCITS V-compliant mutual fund (FCP).

AMF classification

Euro-denominated bonds with maturity

PEA eligible (France only)

No

Currency

EUR

ISIN Codes

FR001400J0Y4 (Meilleurtaux Horizon 2028 C)

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 was placed.

Investment horizon

4 years

Approved for distribution in

France

Centralist

Société Générale

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: FR001400J0Y4

VL

1,114.31€

03/07/2025

Risk Indicator - SRI

The risk indicator assumes that you hold the product for 4 years. The actual risk may be very different if you choose to exit before the recommended holding period ends, and you could receive less in return. You risk selling your product at a price that could significantly impact the amount you receive back.

Documents

Risks

  • Capital loss risk
  • Interest rate risk
  • Credit risk
  • Risk related to investments in speculative (high-yield) securities
  • Risk related to investment in subordinated securities
  • Risk related to the impact of techniques such as derivative products
  • Emerging markets investment risk
  • Counterparty risk
  • Liquidity risk
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

0.73%

5 years performance​

-

5.14%