Hugau Gestion does not manage SRI labelled funds and is therefore not subject to comply with the European Code of Transparency for Investors.

However, Hugau Gestion imposes itself in its company selection for its UCITS fund management to comply with the ESG criteria (Environment Social and Governance) inspired by the Social and Environmental Reporting from the Grenelle II.

Hugau Gestion invests mainly in debt or equity securities of large European groups that have signed a chart of good governance. In addition, the management company votes at the general meetings of the French companies in which it invests and in this respect verifies that the AFEP-MEDEF corporate governance code for listed companies is respected, in particular through the following criteria:

Employee participation:

  • Employee share ownership (corporate mutual fund, free share allocation policy, representation on the Board of Directors).
  • Employee savings (Companies Savings Plan)

Quality of governance:

  • Composition and independence of the Board of Directors

- Independent administrators
- Rate of independent directors within the 4 Committees of the Board of Directors: Audit Committee, Corporate Governance and Nominations Committee, Remuneration Committee, Strategy, Development and Sustainable Development Committee
- Rotation of the directors every 3 years according to the AFEP / MEDEF recommendation
- Mixed Board of Directors (20% minimum of women by 2024)
- Attendance at Board and Committee meetings.

  • Compensation and benefits of any kind granted to corporate officers.
  • Analysis of regulated agreements (retirement, etc...).

Environmental criteria:

Aware that environmental criteria directly or indirectly impact companies' risk profiles, their representation and their financial performance, Hugau Gestion attaches particular importance to the respect of these objectives in the selection of companies. They are assessed according to the type of activity. In case of activity with proven environmental risk (oil, gas, petrochemical, chemical, raw materials, food ...), Hugau Gestion selects as a priority, companies that have set up an environmental reporting with data relative on the consumption of groups, (energy, water, paper and packaging), waste treatment, (regular and specific waste) and greenhouse gas emissions. It also ensures that the environmental risk control mechanisms and repair capacities, if necessary, are effective. (Environmental security charter, environmental reporting protocol, etc...).

Hugau Gestion UCITS funds:

Hugau Gestion manages 8 UCITS funds and all of them take the ESG criteria into account in their management policy and in their investment decisions.

As a conclusion, Hugau Gestion takes ESG criteria into account in its management strategy, while respecting the spirit of good corporate governance, environmental and social criteria in order to conduct responsible and sustainable finance.

ESG and Carbon Review:  In the interests of transparency and the desire to go further in its environmental and socially responsible approach, Hugau Getion has asked  "Vigeo" an  independent company, to carry out an energy and ESG assessment of its main mutual funds, which are available at the request of its clients.

Hugau Gestion is also a signatory of the PRI (Principles for Responsible Investment).

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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