29 Haussmann Multi-Managers PEA-PME
Investing in European small/mid-caps qualifying for PEA (personal equity plan) and PEA PME (SME-oriented personal equity plan) programmes.
- A strategy implemented by an experienced team that draws on the expertise of the Private Banking division’s open-architecture stock-picking teams
- A fund giving our clients the opportunity to fund the real economy by supporting small and mid-cap companies.
- A diversified fund with a performance target over a minimum 5-year investment horizon.
Portfolio management process
|Investment universe||The funds are selected by Lyxor's fund selection experts through various analysis criteria. Construction of a short list of around 15 active funds based on specific criteria|
|Portfolio construction||Portfolio construction around a selection of PEA PME funds (actively managed funds and ETFs). Selection of PEA PME underlying assets from the investment universe determined by Lyxor according to criteria of|
financial performance. Risk monitoring (diversification, investor ownership ratio in the fund, liquidity, etc.)
|Tracking and management of positions||Monitoring of positions and performance; Quarterly rebalancing of the allocation between funds; Regular review of the list of eligible underlyings in collaboration with the Lyxor fund selection team; Meeting with external asset managers.|
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.
|Funds||29 HAUSSMANN MULTI-MANAGERS PEA-PME|
|Fund category||Fund of funds|
|Eligible subscribers||All subscribers||Reserved for the SG FCPE (employee share ownership plan)|
|Initial NAV||100 EUR|
|NAV||1 304,86||1 031,99|