
29 Haussmann Euro Rendement
A conviction strategy founded on a core portfolio of fixed income products and diversified satellite strategies to offer additional returns.
Key points
An investment strategy tailored to varying market conditions
- The flexible strategy applies a conviction approach depending on macroeconomic factors (economic and inflation cycles) and technical factors (yield curve changes). The fund’s primary aim is to invest in the entire fixed income product segment (at least 65%), while holding the necessary flexibility to invest opportunistically in diversification strategies (equities, structured products, currencies).
- The 29 Haussmann Euro Rendement fund’s asset allocation is based on complementary portfolio management engines:
- a core portfolio with a medium/long-term approach reflecting the portfolio management team’s fundamental view of the markets and the economy;
- an opportunistic “satellite” strategy aimed at boosting the portfolio’s return. The portfolio management team is also free to use hedging strategies.
5years
Minimum recommended investment period
3/7
Risk/return profile
Life Insurance
Ordinary Securities Account
Portfolio management process
Bond products – Core portfolio (65-100%)Diversified strategies – Satellite bucket (0-35%) | ||||||
Bond funds | High Yield corporate bonds | Investment Grade corporate bonds | Government bonds | Currencies | Structured products | Equities |
Investment decisions incorporate financial as well as non-financial criteria. The integration of environmental, social and corporate governance (ESG) criteria in the stock-picking process is aimed at assessing each company’s ability to transform sustainable development issues into performance drivers. The mutual fund promotes environmental or social characteristics, or a combination of those characteristics, within the meaning of Article 8 of the SFDR.
Characteristics
Funds | 29 HAUSSMANN EURO RENDEMENT | |
---|---|---|
Fund category | Bonds | |
Risk level | 3 | |
ISIN code | FR0010902726 | FR0013228335 |
Parts | C | I |
Eligible subscribers | All subscribers | Institutional Investors |
Currency | EUR | |
NAV frequency | Daily | |
Initial NAV | 1 000 EUR | |
NAV date | 2023/09/04 | 2023/09/04 |
NAV | 1 459,40 | 1 144,64 |