PHCG European Macro Picks
Big Caps Eurozone management linking Macroeconomics to Stock-Picking
Article 8 SFDR
(in the process of being validated)
Fund manager
Management goal
The FCP seeks to optimize long-term performance by means of discretionary management in the euro zone equity markets mainly. The fund aims to outperform its benchmark, the Eurostoxx50, over the recommended investment period.
By conducting a management that favors the analysis of the economy’s evolution in order to improve the detection of sectors and securities with potential for revaluation, the fund favors high-capitalization equities in the euro zone without any sectoral distribution constraint. The outperformance against the Eurostoxx50 reinvested dividends index is therefore achieved by the analysis of the economic situation and an appropriate stock selection (Stock-Picking).
The EMP (Abacus Quality) fund adopts a comprehensive extra-financial strategy, in line with Article 8 of the Disclosure Regulation, with an in-depth analysis of ESG risks and impacts, greenhouse gas emissions, perimeters 1, 2, 3. The sub-fund adopts a “Best-in-Universe” approach, investing in the highest rated companies regardless of their sector of activity, with a preference for sectors considered more virtuous. The sub-fund adopts normative and sector exclusions in order to avoid investing in models with a high potential for negative impact and controversy.
Performances
2021
2020
2019
2018
2017
2016
Be contacted by a manager
Documents and features
- Legal Form: French Mutual Funds
- Creation date: 10/28/2011
- Objective: PHCG European Macro Picks is a dynamic fund seeking to optimize long-term performance by means of discretionary management in the euro zone equity markets mainly.
- Management Company: PHILIPPE HOTTINGUER GESTION
- AMF classification: PEA eligible
- Eurozone country equities: Yes
- Custodian: CM-CIC Securities
- Accounting Manager: CM-CIC Asset Management
- ISIN codes:
- Share I: FR0011109081 All subscribers
- Share R: FR0011101088 All subscribers
- Calculation frequency of the net asset value: Daily, every trading day, excluding legal holidays in France
- Currency of denomination: euro
- Pricing:
- Share I: Fixed management fee 1,50% all taxes incl.
- Share R: Fixed management fee 2.50% all taxes incl.
- I and R units: Variable management fee of 20% including tax of the outperformance above that of the EUROSTOXX NR index (dividends reinvested)
How to subscribe to this fund
If you wish to subscribe to PHCG European Macro Picks, you can do it with the ISIN code (FR0011101088 for the R share) and for a minimum subscription of one Share (thousandths of a share afterwards):
- through Philippe Hottinguer Gestion by opening a securities account or PEA at our custodian CM-CIC.
- through your usual financial institution by giving your account-keeper the ISIN code.
- through your insurer under life insurance or capitalization contracts for which our fund is referenced.
Subscription and redemption orders are centralized each Friday by CM-CIC Securities (6, avenue de Provence – 75009 PARIS) before noon and are executed on the basis of the next net asset value calculated on the closing prices of the same day.
Referencing
The Team
Chief Investiment Officer
ESG analyst
Financial analyst
Financial analyst
Financial analyst