Pluvalca Health Opportunities

Pluvalca Health Opportunities

International Equities – Health Theme

Art.9

Key Points

  • A fund primarily invested in European equities of all capitalizations, covering the full spectrum of healthcare: development and commercialization of therapeutic molecules, diagnostics, medical instruments, pharmaceutical industry services, and patient care services.
  • Portfolio selection is based on thorough and independent analysis, including:
    • Assessment of medical needs
    • Competitive landscape analysis
    • Product differentiation
    • Company valuation
    • Evaluation of solvency risk
    • Management quality
    • Feasibility of projects

Inception date

19 December 2014

Legal status

French-law UCITS V coordinated SICAV

AMF classification

Biotech Sector Equities

PEA eligible (France only)

Non

Currency

EUR

ISIN Codes

FR0012283406 (Pluvalca Health Opportunities A)
FR0013294212 (Pluvalca Health Opportunities 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

Caceis Bank

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

Caceis Bank

Transfert agent

SFDR

9
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: FR0012283406

VL

106.64 €

01/10/2025

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

Main Risks

  • Risk of capital loss
  • Equity market risk
  • Sector risk
  • Risk related to investment in small-cap equities
  • Liquidity risk
  • 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

All risks associated with this product are detailed in the fund’s prospectus. Please refer to it for further information.

YTD

-8.38 %

5 years performance​

-17.11%

6.26%