Flexible
DNCA Evolutif PEA
- Life insurance
- PEA
Investment objective
The Fund’s performance objective is to outperform the benchmark STOXX EUROPE 600 (75%) and €STR (25%) calculated dividends reinvested and denominated in euro over the recommended investment period (5 years), notably by selecting stocks meeting socially responsible investment criteria.
Risk Indicator
Synthetic risk indicator according to PRIIPS. 1 corresponds to the lowest level and 7 to the highest level.
Risks
- Risk relating to discretionary management
- Risk of capital loss
- Equity risk
- Credit risk
- Interest-rate risk
- Risk related to exchange rate
- Liquidity risk
- Risk related to investing in speculative securities
- Risk relating to small-cap equity investments
- Sustainability risk
Management fees
AS OF 31/12/2025
- Minimum investment
- None
- Minimum share subscription
- 0.0001
- Entry costs
- 2.00% max
- Exit costs
- We do not charge an exit fee for this product.
- Management fees and other administrative or operating costs
- 2.41%
- Transaction costs
- 0.29%
General
- Denomination
- DNCA Evolutif PEA
- ISIN Code
- FR0010354837
- SFDR classification
- Art.8
- Launch of the share
- 03/08/2006
- Investment management company
- DNCA Finance
- Bloomberg Ticker
- DNCAEVP FP Equity
- Portfolio manager
- Augustin Picquendar, Alexis Albert
- Legal nature
- FCP
- Custodian
- BANQUE FEDERATIVE DU CREDIT MUTUEL (BFCM)
- Investment Manager
- DNCA Finance
- External auditor
- PriceWaterHouseCooper
- Life insurance eligibility
- Yes
- PEA eligibility
- Yes
- PEA-PME eligibility
- No
- Currency
- EUR (€)
- Other shares
- N share
Investment profile
- Classification
- Flexible
- Performance index
- 75% STOXX EUROPE 600 (NR) EUR + 25% ESTR Comp Index
- Recommended minimum investment horizon
- 5 Years
- Risk Indicator
- 4/7
Fund order desk
- Valuation frequency
- Daily
- Payout date
- T+2
Publication of sustainability information
Legal information
The above information is not a confirmation of any transaction and does not comprise investment advice. Past performances are not a reliable indicator of future performances. Management fees are included in performances. Access to products and services presented may be restricted regarding certain persons or countries. Tax treatment depends on the individual situation of each investor. For full information regarding strategies and fees, please refer to the prospectus, Key Information Document and other regulatory information available on this website or free of charge on demand from the investment management company’s registered offices.
You can access a summary of your rights here.
Information on the fees, commissions or non-monetary benefits : DNCA Finance would like to inform its clients (existing or potential) that within the context of its fund management business, DNCA Finance may receive from or pay to third parties (e.g. introducing brokers, distributors, brokers, asset managers) certain commissions, fees or non-monetary benefits in connection with the provision of investment or ancillary services. Upon request, DNCA Finance may communicate to its clients any additional information relating to these remunerations, commissions or non-monetary benefits.
This product promotes environmental or social characteristics, but does not have as its objective a sustainable investment. It might invest partially in assets that have a sustainable objective, for instance qualified as sustainable according to the EU classification.
This product is subject to sustainability risks as defined in the Regulation 2019/2088 (article 2(22)) by environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment.
If the portfolio investment process can incorporate ESG approach, the portfolio's investment objective is not primarily to mitigate this risk. The sustainability risk management policy is available on the website of the Management Company’.
The reference benchmark as defined in the Regulation 2019/2088 (article 2(22)) does not intend to be consistent with the environmental or social characteristics promoted by the fund.