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Mansartis

Mansartis

Customer space fr

€700M of assets under management
International equity fund management
18 proprietary mutual funds

Mansartis offers clients a global perspective on financial markets, as well as an investment strategy that combines asset allocation and stock selection.

Equity Funds
Management

Our equity fund management focus on companies that take advantage of structural shifts in the global economy to create value over time
Net Asset Value as of 28th february 2020
Performance YTD as of 28th february 2020
Indicateur de Rendement / Risque
ESG / ISR
c
265.48 265.48
-3.69% -3.69%
6 6
ESG ESG
c
219.95
-2.46%
5
ESG
c
410.82
-6.26%
6
ISR
c
235.43 235.43 1247.70
-4.97% -82.05% -4.85%
6 6 6
ISR ISR ISR
c
1123.07
% -3.59%
6 6
ISR ISR

The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances.

1

Mansartis investissements
PART c au 28th february 2020
VALEUR LIQUIDATIVE 265.48
PERFORMANCE 2020 -3.69
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ESG
PART d au 28th february 2020
VALEUR LIQUIDATIVE 265.48
PERFORMANCE 2020 -3.69
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ESG
Voir Fiche
Mansartis amérique
PART c au 28th february 2020
VALEUR LIQUIDATIVE 219.95
PERFORMANCE 2020 -2.46
INDICATEUR DE RENDEMENT/RISQUE 5
ESG/ISR ESG
Voir Fiche
Mansartis asie
PART c au 28th february 2020
VALEUR LIQUIDATIVE 410.82
PERFORMANCE 2020 -6.26
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
Voir Fiche
Mansartis europe
PART c au 28th february 2020
VALEUR LIQUIDATIVE 235.43
PERFORMANCE 2020 -4.97
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
PART d au 28th february 2020
VALEUR LIQUIDATIVE 235.43
PERFORMANCE 2020 -82.05
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
PART i au 28th february 2020
VALEUR LIQUIDATIVE 1247.70
PERFORMANCE 2020 -4.85
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
Voir Fiche
Mansartis japon
PART c au 28th february 2020
VALEUR LIQUIDATIVE 137.13
PERFORMANCE 2020 -9.92
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
Voir Fiche
Mansartis ternativ
PART c au 28th february 2020
VALEUR LIQUIDATIVE
PERFORMANCE 2020
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
PART i au 28th february 2020
VALEUR LIQUIDATIVE 1123.07
PERFORMANCE 2020 -3.59
INDICATEUR DE RENDEMENT/RISQUE 6
ESG/ISR ISR
Voir Fiche

Diversified Funds
Management

Diversified international investment management solutions, accessible via discretionary mandates and dedicated funds, with an asset allocation strategy aiming to reconcile client objectives, risk control and long-term capital appreciation.
Bornes d'exposition actions
Equity exposure as of 31st january 2020
Performance YTD as of 31st january 2020
Indicateur de Rendement / Risque
0% - 30%
25%
0.15%
3
30% - 70%
69%
0.46%
4
50% - 100%
88%
0.69%
5
80% - 100%
-
-0.04%
6

Les performances passées ne sont pas un indicateurs fiable des performances futures.
Il existe un risque de perte en capital
*sur une échelle de 1 à 7, du plus faible (1) au plus élevé (7). A risque plus faible, rendement potentiellement plus faible, à risque plus élevé, rendement potentiellement plus élevé.

Diversifié à risque limité
BORNES D'EXPOSITION ACTIONS 0% - 30%
EXPOSITION ACTIONS AU 28th february 2020 25%
PERFORMANCE 2020 0.15
INDICATEUR DE RENDEMENT/RISQUE 3
Voir Fiche
Diversifié à risque moyen
BORNES D'EXPOSITION ACTIONS 30% - 70%
EXPOSITION ACTIONS AU 28th february 2020 69%
PERFORMANCE 2020 0.46
INDICATEUR DE RENDEMENT/RISQUE 4
Voir Fiche
Diversifié à risque élevé
BORNES D'EXPOSITION ACTIONS 50% - 100%
EXPOSITION ACTIONS AU 28th february 2020 88%
PERFORMANCE 2020 0.69
INDICATEUR DE RENDEMENT/RISQUE 5
Voir Fiche
Action à risque élévé
BORNES D'EXPOSITION ACTIONS 80% - 100%
EXPOSITION ACTIONS AU 28th february 2020 %
PERFORMANCE 2020 -0.04
INDICATEUR DE RENDEMENT/RISQUE 6
Voir Fiche

Investment Philosophy

Mansartis, investment management is active, without benchmark constraints, based on stock-picking and integrates ethical considerations.

4main principles:

FOCUS ON THE LONG TERM

We partner with businesses for the long term. We meet and confer personally with managers to validate their strategies and to confirm our analyses, through regular visits to companies in the countries where we invest.

Research and analysis

In-house research, conducted by our teams with proprietary tools, enables us to detect investment opportunities. Study trips to regions where we invest, visits to promising companies and external research sources also contribute to our analysis.

APPLY ETHICAL CRITERIA

We choose to invest in companies that create value while demonstrating respect for their human and material environment.

FOCUS ON THE LONG TERM

We partner with businesses for the long term. We meet and confer personally with managers to validate their strategies and to confirm our analyses, through regular visits to companies in the countries where we invest.

Research and analysis

In-house research, conducted by our teams with proprietary tools, enables us to detect investment opportunities. Study trips to regions where we invest, visits to promising companies and external research sources also contribute to our analysis.

APPLY ETHICAL CRITERIA

We choose to invest in companies that create value while demonstrating respect for their human and material environment.

A collaborative process that capitalizes on a wide range of experience and investment styles.

All portfolio managers are actively involved in each step of the investment process (asset allocation, investment universe and stock selection). Each manager thus benefits from the different expertise of the entire Mansartis team.

Nourane Charraire

Chief Investment Officer - Equity and Diversified Fund Manager

At Mansartis since 2015. Previously 12 years' experience at Neuflize OBC as asset manager. University Paris I Sorbonne - SFAF.

Julien Piris

Bond Manager

10 years of experience in asset management, At Mansartis since 2018. Previously at Indosuez Gestion and Société Générale. ESSCA, IAE Paris 12.

Julie Jourdan

Equity Fund Manager

15 years' experience in US equity. At Mansartis since 2015. Previously at Raymond James & Global Equities. ESCP Europe.

Joachim Jan

Equity Fund Manager

At Mansartis since 2014. Previously at Varenne Capital Partners. University Paris II – Assas.

Alexis Arquié

Analyste Actions Europe

Chez Mansartis depuis 2019, précédemment chez Auris Gestion, Focus AM, Chevreux - ESCP Europe

We accompany our clients in their investment choices. Our diversified investment and equity fund management expertise are accessible via dedicated funds, discretionary investment management mandates and open-ended funds.

Laurent Hirsch

Institutional clients

lhirsch@mansartis.com

15 years of asset management expertise. Previously at Rivoli Fund Management and AXA Investment Managers. ESSEC (ex. EPSCI)

Sébastien Mathieu

Private wealth clients

smathieu@mansartis.com

15 years of experience in Private Wealth Management and Private Banking. Previously at banque Kolb. CFPB Nancy and AUREP Clermont-Ferrand

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