Mansartis

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€800M OF ASSETS UNDER MANAGEMENT
INTERNATIONAL RESPONSIBLE MANAGEMENT WITH A FOCUS ON EQUITY
21 MUTUAL FUNDS UNDER MANAGEMENT

A global perspective on financial markets and an investment approach integrating both financial and extra-financial analysis

OPEN END
FUNDS

“A complete range of funds. Balanced fund, equity funds (Geographic and thematic), and bond funds.”
Net Asset Value
as of 30th september 2020
Performance 2020
as of 30th september 2020
Risk / Reward indicator
ESG / ISR
Mansartis investissements ISR
Global balanced management
c
286.01 177.19
3.76% 3.76%
5 5
ISR ISR
Mansartis amérique ISR
US equities
c
271.13
20.24%
6
ISR
Mansartis asie ISR
Asian equities
c
437.64
-0.14%
6
ISR
Mansartis zone euro ISR
Eurozone equities
c
251.81 195.27 1341.16
1.64% 1.57% 2.28%
6 6 6
ISR ISR ISR
Mansartis japon ISR
Japanese equities
c
172.70
13.45%
6
ISR
Mansartis ternativ ISR
Environmental thematic equities
c
1291.14 1324.39
13.05% 13.69%
6 6
ISR ISR
Épargne Privée
Short term bonds
c
3737.76
-0.14%
1
Green Bonds
Green Bonds
c
99.55 999.22
-0.01% 0.29%
3 3
ESG ESG

The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance.there is a risk of capital loss. Management fees are included in performance. Risk reward indicator : on a 1 to 7 scale. From the lower (1) to higher (7). to lower risk, typically lower reward, to higher risk, typically higher reward.

Mansartis investissements ISR Global balanced management
PART c au 30th september 2020
NET ASSET VALUE 286.01
PERFORMANCE 2020 3.76%
INDICATEUR DE RENDEMENT/RISQUE 5
ISR
PART d au 30th september 2020
NET ASSET VALUE 177.19
PERFORMANCE 2020 3.76%
INDICATEUR DE RENDEMENT/RISQUE 5
ISR
Voir Fiche
Mansartis amérique ISR US equities
PART c au 30th september 2020
NET ASSET VALUE 271.13
PERFORMANCE 2020 20.24%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
Voir Fiche
Mansartis asie ISR Asian equities
PART c au 30th september 2020
NET ASSET VALUE 437.64
PERFORMANCE 2020 -0.14%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
Voir Fiche
Mansartis zone euro ISR Eurozone equities
PART c au 30th september 2020
NET ASSET VALUE 251.81
PERFORMANCE 2020 1.64%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
PART d au 30th september 2020
NET ASSET VALUE 195.27
PERFORMANCE 2020 1.57%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
PART i au 30th september 2020
NET ASSET VALUE 1341.16
PERFORMANCE 2020 2.28%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
Voir Fiche
Mansartis japon ISR Japanese equities
PART c au 30th september 2020
NET ASSET VALUE 172.70
PERFORMANCE 2020 13.45%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
Voir Fiche
Mansartis ternativ ISR Environmental thematic equities
PART c au 30th september 2020
NET ASSET VALUE 1291.14
PERFORMANCE 2020 13.05%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
PART i au 30th september 2020
NET ASSET VALUE 1324.39
PERFORMANCE 2020 13.69%
INDICATEUR DE RENDEMENT/RISQUE 6
ISR
Voir Fiche
Épargne Privée Short term bonds
PART c au 30th september 2020
NET ASSET VALUE 3737.76
PERFORMANCE 2020 -0.14%
INDICATEUR DE RENDEMENT/RISQUE 1
Voir Fiche
Green Bonds Green Bonds
PART c au 30th september 2020
NET ASSET VALUE 99.55
PERFORMANCE 2020 -0.01%
INDICATEUR DE RENDEMENT/RISQUE 3
ESG
PART i au 30th september 2020
NET ASSET VALUE 999.22
PERFORMANCE 2020 0.29%
INDICATEUR DE RENDEMENT/RISQUE 3
ESG
Voir Fiche

Discretionnary
Mandates

“Dedicated global investment management solutions combining asset allocation stratégy and stock-picking, aiming to reconcile client objectives, risk control and long-term capital appreciation.”
Investment Strategy
Equity Investment
Equity exposure as of 31st august 2020
Performance 2020
as of 31st august 2020
Risk / Reward indicator
Balanced with low risk
0% - 30%
23%
0.65%
3
Balanced with medium risk
30% - 80%
55%
3.40%
4
Balanced with high risk
50% - 100%
71%
1.66%
5
Equity with high risk
80% - 100%
91%
8.12%
6

The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance.there is a risk of capital loss. Management fees are not included in performance. Risk reward indicator : on a 1 to 7 scale. From the lower (1) to higher (7). to lower risk, typically lower reward, to higher risk, typically higher reward.

Balanced with low risk
BORNES D'EXPOSITION ACTIONS 0% - 30%
EXPOSITION ACTIONS AU 30th september 2020 23%
PERFORMANCE 2020 0.65%
INDICATEUR DE RENDEMENT/RISQUE 3
Voir Fiche
Balanced with medium risk
BORNES D'EXPOSITION ACTIONS 30% - 80%
EXPOSITION ACTIONS AU 30th september 2020 55%
PERFORMANCE 2020 3.40%
INDICATEUR DE RENDEMENT/RISQUE 4
Voir Fiche
Balanced with high risk
BORNES D'EXPOSITION ACTIONS 50% - 100%
EXPOSITION ACTIONS AU 30th september 2020 71%
PERFORMANCE 2020 1.66%
INDICATEUR DE RENDEMENT/RISQUE 5
Voir Fiche
Equity with high risk
BORNES D'EXPOSITION ACTIONS 80% - 100%
EXPOSITION ACTIONS AU 30th september 2020 91%
PERFORMANCE 2020 8.12%
INDICATEUR DE RENDEMENT/RISQUE 6
Voir Fiche

Investment Philosophy

“Mansartis investment management is active, without benchmark constraints, based on stock-picking with a focus on securities benefiting from a quality growth that is controlled, financed, profitable and driven by main structural trends.”

4main principles:

INVESTMENT CONTROL

We invest in simple product and two asset class : Equities, Large and Mid Caps, and Bonds.

LONG TERM INVESTING

We invest in companies over the long term and we do not hesitate to validate their strategy and confirm our analyzes by meeting managers through conferences and company visits to the countries in which we invest.

Conviction investing

A active investment process focus on a limited number of securities.

ESG Investing

We invest in companies that create value by being respectful of their human and material environment. We associate it with the consideration of Social Environment and Governance criteria (ESG) with a double objective of risk management and performance generation.

INVESTMENT CONTROL

We invest in simple product and two asset class : Equities, Large and Mid Caps, and Bonds.

LONG TERM INVESTING

We invest in companies over the long term and we do not hesitate to validate their strategy and confirm our analyzes by meeting managers through conferences and company visits to the countries in which we invest.

Conviction investing

A active investment process focus on a limited number of securities.

ESG Investing

We invest in companies that create value by being respectful of their human and material environment. We associate it with the consideration of Social Environment and Governance criteria (ESG) with a double objective of risk management and performance generation.

A COLLABORATIVE PROCESS THAT CAPITALIZES ON A WIDE RANGE OF EXPERTISE

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

European Equity analyst

At Mansartis since 2019, previously at 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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