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.
5years
Minimum recommended investment period
6/7
Risk/return profile

Portfolio management process

 

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

Documents

Reports

Monthly report (FR)

Annual report (FR)

Voting report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)