29 Haussmann Multi-Managers PEA-PME

Fund the real economy with the aim of generating long-term returns

Key points

Investing in European small/mid-caps qualifying for PEA (personal equity plan) and PEA PME (SME-oriented personal equity plan) programmes.

  • A strategy implemented by an experienced team that draws on the expertise of the Private Banking division’s open-architecture stock-picking teams
  • A fund giving our clients the opportunity to fund the real economy by supporting small and mid-cap companies.
  • A diversified fund with a performance target over a minimum 5-year investment horizon.

5years
Minimum recommended investment period
6/7
Risk/return profile
Life Insurance, Ordinary Securities, PEA

Portfolio management process

 

 

Characteristics

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)