Pluvalca RentOblig

Pluvalca RentOblig

Euro Credit Bonds

Art.8

"A Flexible Euro Bond Fund with a 15-year proven track record and multiple awards."

Points clés

  • A core strategy focused on Euro Credit Crossover securities
  • Dynamic and flexible allocation across all Euro bond markets (sovereign debt, IG or HY credit, financial debt, convertible bonds)
  • Active management of interest rate risk sensitivity ranging from +1 to +5
Learn More

Inception date

8 January 2009

Legal status

French law UCITS V coordinated SICAV

AMF classification

Obligations Euro Etat Moyen Terme

PEA eligible (France only)

No

Currency

EUR

ISIN Codes

FR0010698472 ( Pluvalca RentOblig A),
FR0013180288 ( Pluvalca RentOblig I)

Cost

Refer to the Prospectus and the KID of each share 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

4 years

Approved for distribution in

France

Centralist

Société Générale

Transfert agent

SFDR

8
The decision to invest takes into account all the characteristics, objectives, and risks of the UCITS as described in the UCITS regulatory documentation: prospectus, KID, pre-contractual SFDR document if applicable, which should be referred to before making any final investment decision. The figures mentioned relate to previous years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.
The Quantalys rating, as of December 31, 2024, is provided without any guarantee of accuracy, completeness, or timeliness.
The Morningstar™ rating, as of December 31, 2024, is provided without any guarantee of accuracy, completeness, or timeliness.

ISIN: FR0010698472

VL

179.24€

03/10/2025

Risk Indicator - SRI

The risk indicator is based on the assumption that you hold the product for 4 years. The actual risk may be significantly different if you choose to exit before the recommended holding period, and you could receive less in return. You risk selling your product at a price that could significantly impact the amount you ultimately receive.

Documents

Risks

  • Risk of capital loss
  • Interest rate risk
  • Credit risk
  • Risk associated with investments in speculative (high-yield) securities
  • Risk associated with convertible bonds
  • Risk associated with investment in subordinated securities
  • Risk related to the impact of techniques such as derivatives
  • Equity market risk
  • Risk associated with investing in small-cap stocks
  • Risk of investing in emerging markets
  • Currency risk
  • Counterparty risk
  • Liquidity risk
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

0.06%

5 years performance​

-

4.82%