Pluvalca Small Caps

Pluvalca Small Caps

European Equities – Small and Mid-Cap

Art.8
PEA

"The diversity of small and mid-cap European listed companies provides the opportunity to build a portfolio aligned with an economic scenario and growth themes such as digitalization, energy transition, resource scarcity, Industry 4.0, and more."

Key Points

  • The fund’s philosophy is to invest in high-quality companies, often market leaders, with attractive valuations and appreciation potential driven by growth, undervaluation, or turnaround plans.
  • Fundamental management without style or sector bias, based on in-depth company analysis and systematic meetings with management teams. 
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Inception date

6 March 2009

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

FR0000422859 (Pluvalca Small Caps A),
FR0013173036 (Pluvalca Small Caps 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

France, Luxembourg

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: FR0000422859

VL

719.17€

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
  • Equity market risk
  • Liquidity risk
  • Interest rate risk
  • Credit risk: In case of deterioration in the quality of issuers, for example, a downgrade in their rating
  • Risk related to convertible bonds
  • Foreign exchange risk
  • Risk related to the impact of techniques such as derivatives
  • Counterparty risk
  • Sustainability risks
  • Risks related to collateral management (operational, custodial, legal)

The risks are detailed in the prospectus.

YTD

0.54%

5 years performance​

32.62%

-4.72%