Pluvalca Allcaps

Pluvalca Allcaps

Eurozone Equities – Large and Mid-Cap

Art.8

"A stock-picking fund combining top-down and bottom-up analysis."

Key Points

  • A French equities fund focused on large and mid-cap companies from all sectors, selected through in-depth analysis.
  • Rigorous stock-picking to identify and include around 60 companies in the portfolio.
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Inception date

6 March 2009

Legal status

French-law UCITS V coordinated SICAV compartment

AMF classification

France Equity

PEA eligible (France only)

NO

Currency

EUR

ISIN Codes

FR0000422842 (Pluvalca Allcaps A),
FR0013294204 (Pluvalca Allcaps B),
FR0012219905 (Pluvalca Allcaps 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 was placed.

Investment horizon

Greater tha 5 years

Approved for distribution in

France, Luxembourg

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: FR0000422842

VL

587.41€

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
  • Interest rate risk
  • Credit risk
  • Risk related to convertible bonds
  • Foreign exchange risk
  • Risk related to the impact of techniques such as derivatives
  • Counterparty risk
  • Risks related to collateral management (operational, custodial, legal)
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

8.11%

5 years performance​

56.13%

-1.91%