29 Haussmann Euro Rendement
A conviction strategy founded on a core portfolio of fixed income products and diversified satellite strategies to offer additional returns.
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.
Minimum recommended investment period
Ordinary Securities Account
Portfolio management process
Bond products – Core portfolio (65-100%)
Diversified strategies – Satellite bucket (0-35%)
High Yield corporate bonds
Investment Grade corporate bonds
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.
|Funds||29 HAUSSMANN EURO RENDEMENT|
|Eligible subscribers||All subscribers||Institutional Investors|
|Initial NAV||1 000 EUR|
|NAV||1 409,82||1 103,59|