Pluvalca Initiatives PME

Pluvalca Initiatives PME

Euro Equity – Small Cap

Art.8
PEA-PME

"Investing in quality companies, often market leaders, with an attractive valuation and a potential for revaluation linked to their growth, undervaluation, or turnaround plan."

Key Points

  • A fund primarily composed of French stocks (at least 70%), eligible for the PEA-PME (Personal Equity Savings Plan for SMEs), investing in small and medium-sized listed companies. 
  • An approach inspired by “Private Equity,” based on in-depth company analysis and systematic meetings with executives.
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Inception date

21 December 2012

Legal status

French-law UCITS V coordinated SICAV

AMF classification

France Small and Mid-Cap Equities

PEA eligible (France only)

PEA

Currency

EUR

ISIN Codes

FR0011315696 (Pluvalca Initiatives PME A),
FR0013173051 (Pluvalca Initiatives PME 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

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

Fance

Centralist

Société Générale

Transfert agent

SFDR

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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: FR0011315696

VL

3,502.95€

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 related to investment in small-cap equities
  • Liquidity risk
  • 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

5.70%

5 years performance​

31.57%

-8.42%