FOCUS FUNDS

ODDO BHF Polaris Balanced

Why ?

The ODDO BHF Polaris Balanced fund seeks to deliver an attractive performance over the long term while containing its volatility thanks to equity exposure of between 35% and 60%. The stock selection process aims to identify high quality European and US companies with a competitive edge, healthy balance sheets and efficient capital utilisation to drive high growth potential. Their valuations must also be reasonable. These convictions are underpinned by four growth-driving investment themes:

  • Digitalization of the economy
  • Ageing population
  • Growing middle class
  • Changing consumer trends In contrast

In contrast, ODDO BHF Polaris Balanced avoids cyclical and capital intensive sectors such as automotive, banks and commodities, which tend to underperform in adverse market conditions. The fixed income component is managed in a highly defensive manner, principally by investing in highly-rated securities with short or medium maturities, to avoid exposure to a rise in interest rates.

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Balanced portfolio to navigate uncertain markets

Annual performances (rolling 12 months)

Failing sufficient regulatory historical data, past performance cannot be published. For more fund details please click here