Pluvalca Global Trends

Pluvalca Global Trends

International Equities – Multi-Thematic

Art.8

"A multi-thematic equity fund dedicated to sustainable growth, focused on 4 themes and approximately 50 stocks."

Key points

  • Health & Nutrition
    • Urbanization & Environment
    • Digital & Security
    • Leading Brands
  • Conviction-driven management through a concentrated portfolio of approximately 50 stocks.
Read More

Inception date

30 November 2016

Legal status

French-law UCITS V coordinated SICAV

AMF classification

Global Equity

PEA eligible (France only)

Non

Currency

EUR

ISIN Codes

FR0013210549 (Pluvalca Global Trends A),
FR001400D9L8 (Pluvalca Global Trends B)

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

Quotidienne

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

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: FR0013210549

VL

178.77€

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
  • Risk related to discretionary management
  • Equity market risk
  • Risk associated with small and mid-cap equities
  • Risk of investing in emerging markets
  • 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

-6.74%

5 years performance​

-

27.68%