Haussmann
This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
Fund profile
Launched in 1974, Haussmann is one of the oldest multi-manager fund in the world, with 50+ years of proven track-record in delivering compelling absolute returns.
- Investment objective: to deliver long-term risk adjusted capital growth through investments in talented and independent money managers.
- Investment philosophy: to select “individual talents” with an active investment management approach.
- Most selected managers combine maximum flexibility with strict risk management and aim at high returns.
- Meaningful participation in up markets while resilient protection in down markets, without the constraints of formal benchmarks.
A strong investment franchise
- Founded in 1974 by the Worms Group and NS Partners, Mirabaud. Banca del Ceresio joined in the early 80’s.
- Haussmann is advised today by representatives of NS Partners Group, Mirabaud Asset Management, and Ceresio Investors, with the support of Bordier & Cie.
- Investment committee has shown the ability over decades to adapt to an ever-changing investment environment while remaining true to its original, simple and successful philosophy.
A substitute to risk
- It is possible to find money managers with superior skills and talents that can generate above average risk-adjusted returns over time.
- Haussmann can be considered as a substitute to risk for global portfolios, rather than a complement to other risky investments.
Absolute Return
- Since its inception, more than 50 years ago, Haussmann has successfully navigated markets through different cycles.
- Haussmann has delivered closed to 2 times the return of the MSCI World Index with lower volatility.
- Upside capture: on average, 2/3 of equity markets upsides.
- Limited drawdowns: 1/3 of equity markets in periods of turbulence.
Talent-based Portfolio
- Global exposure to equities, through over 30 managers.
- Diversity of investment styles and asset classes.
- Bottom-up talent-driven manager selection.
- Emphasis on alignment of interests with portfolio managers.
- Main focus on equities and directional macro strategies in both developed and emerging markets.
- Monthly liquidity maintained since inception.
Why invest in this fund ?
- One of the oldest multi-manager funds on the world, with a 50+ years track record
- Access to exclusive managers (over 2/3 of the portfolio is invested with closed or soft-closed funds)
- Stellar compounded returns since inception
- Focus on capital preservation
- Monthly liquidity, successfully maintained even in stress periods over the past 50 years
“ Haussmann gives a wider public access to sophisticated investment strategies that can generate positive returns even when markets are not rising. ”
This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
The information contained on this webpage is provided for information purposes only and does not constitute investment advice, an offer, solicitation or recommendation to buy or sell any financial instrument or investment product.
The views and opinions expressed are those of NS Partners at the date of publication and may change without notice.
Investments involve risks, including possible loss of capital. The value of investments and the income derived from them may fluctuate and investors may not recover the amount originally invested.
Past performance does not predict future returns.
Any reference to rankings, ratings or awards is provided for information purposes only and should not be interpreted as a guarantee of future performance.
Please refer to the Prospectus and PRIIPs KID for a full description of the Fund’s objectives, investment policy, risks and costs.
The Fund is authorised and regulated in Luxembourg and may not be offered or distributed in jurisdictions where such distribution would be prohibited.