Pluvalca Global Trends

Actions Internationales – Multithématiques

Art.8

« Un fonds actions multithématiques dédié à la croissance durable, centré sur 4 thématiques et environ 50 valeurs.»

Points clés

  • Un fonds multithématique actions internationales autour de 4 thématiques porteuses :
    • Santé & Nutrition
    • Urbanisation & Environnement
    • Digital & Sécurité
    • Leading Brands
  • Une gestion de convictions au travers d’un portefeuille concentré d’environ 50 valeurs.

Date de création

30 November 2016

Forme juridique

UCITS V-coordinated SICAV under French law

Classification

Global Equity

OPCVM éligible au PEA

Non

Devise

EUR

Codes ISIN

FR0013210549 (Pluvalca Global Trends A),
FR001400D9L8 (Pluvalca Global Trends 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

Centralisateur

Société Générale

Agent de transfert

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 referred to 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: FR0013210549

VL

178,77€

au 10/03/2025

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 choose to exit before the recommended holding period ends, and you could receive less in return. You risk selling your product at a price that could significantly impact the amount you receive back.

Risques

  • Risk of capital loss
  • Risk related to discretionary management
  • Equity market risk
  • Risk associated with small and mid-cap stocks
  • Risk of investing in emerging markets
  • Interest rate risk
  • Credit risk
  • Risk related to convertible bonds
  • Currency risk
  • Risk related to the impact of techniques such as derivative products
  • Counterparty risk
  • Risks related to collateral management (operational, custody, legal)
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

-6,74%

5 ans

-

27,68%