FOCUS FUNDS

ODDO BHF Polaris Moderate

Teaser_Image_ODDO BHF Polaris

ODDO BHF Polaris Moderate: Stay on course with a moderate approach

DRW-EUR Share Class NAV
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Since 2005, ODDO BHF Polaris Moderate provides a global and diversified multi-asset investment solution, thanks to an equity exposure ranging between 0% and 40% and to a fixed-income bucket mainly invested into investment grade bonds.
The portfolio can invest in securities listed or traded in regulated markets especially in Europe, the United States or the emerging countries. Its investment objective is to avoid major setbacks in equity prices and generate superior returns to an investment in bonds with respect to environmental, social and governance (ESG) restrictions.
To fulfil this objective, the fund is backed by a steady, rigorous and long-term vision endowed portfolio management team. This portfolio management team can count on an investment process targeting quality-oriented companies capable to remain on track during all the steps of an economic cycle. According to our analysis, these high-quality companies take advantages of significative competitive advantages, healthy balance sheet, and sufficient cash flows generation to self-finance their growth. A close attention is paid to the valuation of the securities in the portfolio to limit excessive valuation risk and then, try to capture potential attractive entry points.

Stay on course with a moderate approach

Annual performances (rolling 12 months)

Investors are reminded that past performance is not a reliable indication of future returns and is not constant over time. For more fund details and performance data please click here

Latest news

  • Press release

    17.12.2020

    The ODDO BHF Polaris range confirms the acceleration of its development with European customers

  • News

    12.04.2021

    Sustainably on course with the ODDO BHF Polaris fund family

  • Press release

    15.04.2021

    ODDO BHF Polaris fund range now includes a significant ESG approach