29 Haussmann Sélection Europe
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.
Life Insurance
Ordinary Securities Account
PEA (personal equity plan)
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 | 2023/06/02 | 2023/06/02 | 2023/06/02 |
| NAV | 2 097,31 | 1 453,69 | 1 629,13 |