29 Haussmann Sélection France

29 Haussmann Sélection France was launched in 2001. The fund’s investment strategy aims to generate regular returns over a medium/long-term horizon by investing in European equities (mainly French), with no market-cap restrictions.

Key points

A conviction strategy based on an in-depth analysis of selected companies

  • 29 Haussmann Sélection France is a conviction fund invested in European equities (mainly French), and particularly stocks issued by small and mid-cap companies.
  • Small and mid-cap companies offer attractive investment opportunities and sustainable growth potential. They primarily operate in niche markets where competition is low. Their performances are often less correlated with market trends than large caps, thus giving them substantial revaluation potential.
  • Stock picking is based on a combination of two approaches:
    • A quantitative analysis of each company, examining profit growth and share valuation.
    • An extensive fundamental and qualitative analysis.
5years
Minimum recommended investment period
6/7
Risk/return profile

1

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)

ESG Report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)