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

Portfolio management process

Step

Description

Step 1

Establishment of risk budget, in principle based on adopted economic scenario

Step 2 

Identification of market scenarios: central scenario vs. adverse scenario

Step 3 

Line-by-line portfolio construction, taking correlations and volatility into account 

Step 4 

Aim for decorrelation in the portfolio via currency exposure

 

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 FLEXIBLE MONDE
Fund category Equities
Risk level 5
ISIN code FR0010267476 FR0013523511
Parts C I
Eligible subscribers All subscribers Institutional Investors
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/06/30 2022/06/30
NAV 142,82 95,29

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)