MA Alterna Plus

MA Alterna Plus

Diversified

Art.8

"A fund that synthesizes the strong expertise of Montpensier Arbevel: asset allocation strategy; selection of securities (equities and bonds), selection of UCITS (Undertakings for Collective Investment in Transferable Securities)."

Key Points

  • The fund formerly known as Pluvalca Alterna Plus has been renamed MA Alterna Plus (5 november 2026)
  • An exposure of 70% to 100% in fixed-income products (with a maximum of 30% in High Yield) and 0 to 30% in equities.
  • A sensitivity to interest rate risk ranging from 0 to +3.

Date de création

31 December 2008

Forme juridique

French law UCITS V-compliant SICAV

Classification

Flexible Prudent Allocation Europe

OPCVM éligible au PEA

NO

Devise

EUR

Codes ISIN

FR0010466128 (Pluvalca Alterna Plus A),
FR001400D9J2 (Pluvalca Alterna Plus 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

Caceis Bank

Valorisation

Daily

Cut-off

Refer to the prospectus and contact the banking institution through which the order was placed.

Durée de placement recommandée

2 years

Pays de commercialisation

France

Centralisateur

Caceis Bank

Agent de transfert

SFDR

8

YTD

-0,77 %

5 ans

5,57%

4,13%

The decision to invest 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 cited relate to past years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.

ISIN: FR0010466128

VL

18,00 €

au 03/11/2026

Indicateur de Risque - SRI

The risk indicator assumes that you hold the product for 2 years. The actual risk may be significantly different if you choose to 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

Principaux Risques

  • Risk of capital loss
  • Risk related to discretionary management
  • Equity market risk
  • Risk associated with small and mid-cap equities
  • Interest rate risk
  • Credit risk
  • Risk related to convertible bonds
  • Risk associated with investments in speculative (high-yield) securities
  • Currency risk
  • Risk related to the impact of techniques such as derivatives
  • Counterparty risk
  • Risks related to collateral management (operational, custody, legal)
  • Sustainability risks
All risks associated with this product are detailed in the fund’s prospectus. Please refer to it for further information.