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Pluvalca Credit Opportunities 2028 A (0P0001PQ6O.F)

1,152.78
+0.50
+(0.04%)
As of May 2 at 10:00:00 PM GMT+2. Market Open.

Fund Summary

Pluvalca Credit Opportunities 2028 A

58, avenue Marceau
01 45 05 55 55

Fund Overview

Category --
Fund Family Montpensier Arbevel
Net Assets 417.63M
YTD Return 0.23%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 27, 2022

Fund Operations

Fees & Expenses

Expense 0P0001PQ6O.F Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Thomas joined ARBEVEL in 2024 as a bond analyst. After an initial experience in asset management within the credit research team at Amundi, Thomas held various positions in investment banking in France and abroad. He notably served as a risk analyst at Crédit Agricole CIB and as a senior credit analyst at MUFG Bank, where he covered a portfolio of major French companies. He then continued his career as a director at Scope Ratings, focusing on the credit ratings of European Investment Grade and High Yield issuers across various sectors (Telecom, Retail, and Media). Thomas holds a Master’s in Market Finance from IESEG, the CESGA (Certified ESG Analyst) certification, and is a member of the CFA Institute.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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