Pluvalca Sustainable Opportunities
Pluvalca Sustainable Opportunities
International Equities – Sustainable Development Theme
Art.9
PEA
"A multi-thematic equity fund covering all aspects of sustainable investment by committed companies."
Key Points :
- A European ex-UK fund with a majority share in mid-cap companies, targeting businesses that provide solutions to make their clients more sustainable through their products or services.
- Multi-thematic sustainable investment approach with 8 sub-themes:
- Renewable Energy
- Circular Economy
- Energy Efficiency
- Clean Transportation
- Sustainable Urban Development
- Digitalization & Education
- Security
- Health & Wellness
Inception date
3 January 2019
Legal status
French-law UCITS V coordinated SICAV
AMF classification
Europe Small and Mid-Cap Equities
PEA eligible (France only)
PEA
Currency
EUR
ISIN Codes
FR0013383825 (Pluvalca Sustainable Opportunities A),
FR0013383841 (Pluvalca Sustainable Opportunities B),
FR0014002V60 (Pluvalca Sustainable Opportunities P)
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
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: FR0013383825
VL
136.34€
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 a deterioration in the quality of issuers, such as 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
- Risks related to collateral management (operational, custodial, legal)
- Sustainability risks
The risks are detailed in the prospectus.
YTD
1.42%
5 years performance
34.67%
-3.19%