Pluvalca Credit Opportunities
Pluvalca Credit Opportunities
Bond carry fund
Art.8
« Multi-maturity bond carry fund »
Key Points
- Invested up to 100% in Investment Grade and High Yield bonds
- Bonds from OECD issuers, denominated in euros (emerging countries limited to 20%)
- Active management approach combining Top-down macroeconomic analysis and Bottom-up issuer selection
- Interest rate sensitivity range between 0 and +5
- Systematic currency risk hedging
- Recommended investment period: 4 years
- Benchmark: Bloomberg Euro HY BB reinvested coupons (I05443EU)
- Article 8 SFDR fund – ESG criteria integrated into management
Inception date
5 August 2022
Legal status
Coordinated UCITS V SICAV under French law
AMF classification
Euro-denominated bonds
PEA eligible (France only)
NO
Currency
EUR
ISIN Codes
FR001400A1J2 (Pluvalca Credit Opportunities A),
FR001400A1K0 (Pluvalca Credit Opportunities B),
FR001400BS50 (Pluvalca Credit Opportunities D),
FR001400A1L8 (Pluvalca Credit 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
Caceis Bank
Valuation
Daily
Cut-off
Refer to the prospectus and contact the bank where the order was placed.
Investment horizon
4 years
Approved for distribution in
France
Centralist
Caceis Bank
Transfert agent
SFDR
8
The investment decision should take 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. These documents 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: FR001400A1J2
VL
1,187.61 €
29/04/2026
Risk Indicator - SRI
The risk indicator assumes that you hold the product for 4 years.
The actual risk may differ significantly if you exit before the recommended holding period, and you may receive a lower return. You risk selling your product at a price that could significantly impact the amount you receive in return.
Documents
Main Risks
- Risk of capital loss
- 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 derivatives
- Risk of investing in emerging markets
- Counterparty risk
- Liquidity risk
- Sustainability risks
All risks associated with this product are detailed in the fund’s prospectus. Please refer to it for further information.
YTD
-0.11 %
5 years performance
18.08%
4.00%