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.
5 years
Minimum recommended investment period
4 /7
Risk/return profile

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 4
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 2022/01/26 2022/01/26
NAV 1 492,42 1 162,10

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