29 Haussmann Flexible Monde

29 Haussmann Flexible Monde was created in 2006 (formerly 29 Haussmann Stratégie Globale Actions). The fund’s investment strategy targets an absolute return* by investing in international equity, fixed income and forex markets. This strategy features active management of exposures ranging from 0% to 100% aimed at capturing the momentum of the equity and fixed income markets.

Key points

Active, flexible portfolio management focused on international equity, fixed income and forex markets. An approach that is decorrelated with the financial centre indices.

  • 29 Haussmann Flexible Monde features flexible portfolio management, allowing it to capture the momentum of the equity and fixed income markets, while actively managing exposures. This calls for rigorous portfolio construction.
  • In a low interest rate environment, equities are one of the rare asset classes to provide hope of attractive returns over the medium-to-long term. After multiple years of rallies and a now-systemic (interconnected) financial environment, the risk of a significant equity market decline cannot be ruled out. For that reason, it is crucially important to monitor risk metrics and make dynamic use of hedges in response to market trends.
5years
Minimum recommended investment period
5/7
Risk/return profile

Portfolio management process

 

 

Characteristics

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)