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OUR OFFER

At Hugau Gestion, we offer a full range of funds, all actively managed. The benchmark indicators are given for comparison purposes, the manager being able to choose whether or not to invest in the securities that make it up.

Regarding the dedicated management offer (funds and management mandates), we can offer you any type of tailor-made product after studying your needs on request.

Do not hesitate to consult the page dedicated to our funds or to contact us for more information about our offer.

MONEY MARKET FUNDS MANAGEMENT

  • HUGAU MONETERME

Standard variable net asset value (VNAV) money market fund.

Preservation of capital and achievement of a performance at least equal to the money market of the Euro Zone net of management fees.

Benchmark: €STR capitalized

sHORT AND MEDIUM-TERM BOND MANAGEMENT

  • HUGAU OBLI 1-3

Bonds and other debt securities denominated in euros.

Achievement of a performance at least equal to its benchmark index over the recommended period, which is made up of fixed-rate bonds with maturities between 1 and 3 years issued in euros by the Member States of the European zone, taking into account the reinvestment of coupons.

Benchmark: ICE BOFAML 1-3 YEAR Euro Government

  • HUGAU OBLI 3-5

Bonds and other debt securities denominated in euros.

Achievement of a performance at least equal to its benchmark index over the recommended period, which is made up of fixed-rate bonds with maturities of between 3 and 5 years issued in euros by the Member States of the European zone, taking into account the reinvestment of coupons.

Benchmark: ICE BOFAML 3-5 YEAR Euro Government

MIXED MANAGEMENT

  • SICAV HUGAU PATRIMOINE

Achievement of a performance at least equal to the following composite index over the recommended investment period of 5 years: for 20% the STOXX EUROPE 600 index, net dividends reinvested and for 80% the bond index ICE BOFAML 1- 3 YEAR Euro Government.

Benchmark: STOXX EUROPE 600 and ICE BOFAML 1-3 YEAR Euro Government

STOCK MANAGEMENT

  • HUGAU RENDEMENT RESPONSABLE

STOCKS from European Union countries.

Achievement of a performance at least equal to the benchmark index, the STOXX Europe ESG Leaders 50 (dividends reinvested) over the recommended investment period, by investing in European listed equity markets which are characterized by the payment of recurring dividends , using a discretionary management strategy.

The fund is not labeled SRI but the analysis of the companies includes extra-financial criteria to select those that are positioned in the Best in Universe category.

Benchmark: STOXX Europe ESG Leaders 50

  • HUGAU ACTIONS MONDE

International Actions.

Achievement of a performance at least equal to the MSCI World benchmark index, net dividends reinvested, denominated in euros over the recommended investment period.

Benchmark: MSCI World

DEDICATED MANAGEMENT

  • HUGAU 12M

Bonds and other debt securities denominated in euros.

Achievement of a performance at least equal to the benchmark index, the one-year OAT maturing on April 25 of the year N+1, over the duration of the financial year between the last net asset value of March of the year N and the last net asset value of March of year N+1.

Benchmark: 1-year OAT

Money Market Mutual Fund
Money Market Mutual Fund
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Disclaimer for Qualified investors in Switzerland

This section of the website provides information on funds which are registered for marketing to qualified investors in Switzerland. Access to this section of the website is strictly reserved for qualified investors in Switzerland in accordance with Article 10, paragraphs 3, 3bis and 3ter of the amended law on collective investments of 23 June 2006.

All of the documents relating to the collective investment schemes (CIS, hereafter referred to as “funds”) available to qualified investors in Switzerland may be obtained from the Swiss representative and the Swiss paying agent.

The funds presented on this section of the website may not be available to persons subject to another jurisdiction by virtue of their nationality, their place of residence, or any other reason. See the Terms and conditions.

The user is solely responsible for correctly indicating his/her country, categorisation, and language before accessing sections of this website with information relating to funds, in accordance with the Terms and conditions.

The website is provided for information purposes only. No part of this website constitutes an offer or solicitation to invest in funds managed by Hugau Gestion. See the Terms and conditions.

Prospective investors should be aware that past performance is no indication of future returns. All investment entails risk. Prospective investors should refer to the prospectus, the Key Investor Information Document (KIID), the most recent annual report and semi-annual report, if this is more recent.

Prospective investors should generally seek professional advice before making an investment decision. See the Terms and conditions.

Hugau Gestion will not accepts any liability for any loss or damage resulting from the use of this webiste, in accordance with the Terms and conditions.

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