Pluvalca Multimanagers

Pluvalca Multimanagers

Diversified

"A diversified global fund primarily focused on four major asset classes: equities, bonds, absolute return, and cash."

Key Points

  • A global, flexible, and active allocation strategy without constraints, by asset class and geographic region. The management team leverages all analysis and research resources from Montpensier Arbevel to develop a central macroeconomic scenario.
  • An independent, strict, and rigorous selection of funds. • Flexible management with adjustments to exposure to the risks of different markets.
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Inception date

4 March 2011

Legal status

French law UCITS V-compliant SICAV.

AMF classification

Flexible Allocation World

PEA eligible (France only)

NO

Currency

EUR

ISIN Codes

FR0010988147 (Pluvalca Multimanagers A),
FR0013314226 (Pluvalca Multimanagers 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 banking institution through which the order was placed.

Investment horizon

Greater than 5 years

Approved for distribution in

France

Centralist

Société Générale

Transfert agent

SFDR

6
The decision to invest 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 referred to before making any final investment decision. The figures cited relate to past years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.

ISIN: FR0010988147

VL

143.25€

03/07/2025

Risk Indicator - SRI

The risk indicator assumes that you hold the product for 5 years. The actual risk may be significantly different if you choose to 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
  • Currency risk
  • Interest rate risk
  • Credit risk
  • Risk related to convertible bonds: The sub-fund may be exposed to the risk of convertible bonds.
  • Risk associated with investments in speculative (high-yield) securities
  • Liquidity risk related to investment in UCITS or investment funds
  • Risk related to the impact of techniques such as derivatives
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

-2.28%

5 years performance​

14.72%

9.85%