Pluvalca Health Opportunities

Pluvalca Health Opportunities

International Equities – Health Theme

Art.9

Key Points

  • A fund primarily invested in European equities of all capitalizations, covering the full spectrum of healthcare: development and commercialization of therapeutic molecules, diagnostics, medical instruments, pharmaceutical industry services, and patient care services.
  • Portfolio selection is based on thorough and independent analysis, including:
    • Assessment of medical needs
    • Competitive landscape analysis
    • Product differentiation
    • Company valuation
    • Evaluation of solvency risk
    • Management quality
    • Feasibility of projects

Date de création

19 December 2014

Forme juridique

French-law UCITS V coordinated SICAV

Classification

Biotech Sector Equities

OPCVM éligible au PEA

Non

Devise

EUR

Codes ISIN

FR0012283406 (Pluvalca Health Opportunities A)
FR0013294212 (Pluvalca Health Opportunities B)

Frais

Refer to the Prospectus and the KID for each share class available above in the Documents section.

Société de gestion

Montpensier Arbevel

Dépositaire

Société Générale

Valorisation

Daily

Cut-off

Refer to the prospectus and contact the bank through which the order is placed.

Durée de placement recommandée

Greater than 5 years

Pays de commercialisation

France, Luxembourg

Centralisateur

Société Générale

Agent de transfert

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: FR0012283406

VL

101.80€

au 05/16/2025

Indicateur de Risque - 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

Risques

  • Risk of capital loss
  • Equity market risk
  • Sector risk
  • Risk related to investment in small-cap equities
  • Liquidity risk
  • Interest rate risk
  • Credit risk
  • Foreign exchange risk
  • Counterparty risk
  • Risk related to convertible bonds
  • Risk related to the impact of techniques such as derivatives
  • Risks related to collateral management (operational, custodial, legal)
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

-12.54%

5 ans

-12.38%

6.26%