
29 Haussmann Sélection Monde
Key points
29 Haussmann Sélection Monde relies on an in-depth fundamental analysis of international companies, coupled with a conviction strategy.
- It is a conviction fund based on an extensive fundamental analysis of each company, in accordance with a purely bottom-up stock picking approach.
- The investment strategy is not restricted in terms of market cap or country/sector allocation, but predominantly focuses on large caps.
- The portfolio management approach is flexible and diversified, founded on active and opportunistic stock picking. It may, on a selective basis, adopt contrarian views relative to the market consensus.
- An investment universe of around 3,000 international companies first goes through an initial quantitative screening based on liquidity, risk and quality criteria. Stock picking is based on a combination of two approaches:
- A quantitative analysis of each company, examining criteria such as profit growth and share valuation.
- An extensive fundamental and qualitative analysis coupled with regular dialogue with the company’s management team.
Life Insurance
Ordinary Securities Account
Portfolio management process
Phase | Screening | Investment universe |
Phase 1 | International equities universe | |
Phase 2 | Quantitative analysis universe (Quantitative screening, Cash holdings, Risk, Quality) | Rating criteria, including:
|
| Qualitative analysis universe |
|
Phase 3 | Portfolio construction Investment decision (fundamental + market environment) | 80-100 names on average |
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 MONDE | |
---|---|---|
Fund category | Equities | |
Risk level | 5 | |
ISIN code | FR0007050570 | FR0013294170 |
Parts | C | I |
Eligible subscribers | All subscribers | Institutional Investors |
Currency | EUR | |
NAV frequency | Daily | |
Initial NAV | 1 000 EUR | |
NAV date | 2023/09/04 | 2023/09/04 |
NAV | 2 801,34 | 1 426,52 |