29 Haussmann Sélection Europe

29 Haussmann Sélection Europe was launched in 2001. The fund’s strategy aims to generate regular returns over a medium/long-term horizon by investing predominantly in European equities. Investment decisions combine financial and non-financial criteria associated with environmental, social and governance (ESG) issues.

Key points

29 Haussmann Sélection Europe relies on a practical approach, steering well clear of passing fads, trends or over-the-top market consensuses.

  • It is a conviction fund managed in accordance with a purely bottom-up approach, placing the analysis of each company at the heart of the portfolio management process.
  • The investment strategy is not restricted in terms of market cap or country/sector allocation, giving the portfolio managers the flexibility to freely implement their investment ideas.
  • The portfolio also has a necessary cash bucket (10% on average), allowing it to seize market opportunities at any time.
5 years
Minimum recommended investment period
6 /7
Risk/return profile

Portfolio management process

Title

Description

360° Approach

Investment decisions are based on a 360° approach, combining fundamental analysis and non financial analysis of each company while incorporating ESG (Environmental, Social, Governance) criteria.

Dedicated to a more sustainable economy

Our socially responsible investor approach is based on a portfolio management process that combines sector exclusions and integration of ESG criteria in our investment decisions.

Exclusion of controversial business sectors

We exclude companies involved in controversial business sectors from our investment universe, as well as companies that violate the major principles of the United Nations Global Compact on Human Rights, International Labour Standards and the Environment.

Selection of companies based on ESG criteria

We exclude the lowest-rated companies, based on our ESG criteria.

We incorporate ESG criteria in deciding which companies to include in the portfolio.

 

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 SELECTION EUROPE
Fund category Equities
Risk level 6
ISIN code FR0007057443 FR0012021541 FR0011443001
Parts D I K
Eligible subscribers All subscribers Institutional Investors All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 1 000 EUR
NAV date 2022/06/30 2022/06/30 2022/06/30
NAV 1 780,95 1 213,75 1 371,68

Documents

Reports

Monthly report (FR)

Annual report (FR)

Voting report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)