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
Life Insurance
Ordinary Securities Account
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 |