ODDO BHF Polaris Flexible
ODDO BHF Polaris Flexible : Stay on course with a flexible approach
Since 2007, ODDO BHF Polaris Flexible has offered a global and broadly diversified, flexible multi-asset investment solution. It is characterized by a flexibly managed equity allocation between 25% and 100% and a bond segment that invests mainly in investment grade bonds. The portfolio may invest in securities listed or traded on regulated markets, mainly in Europe, the US or Emerging Markets.
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The investment objective is to participate as much as possible in the appreciation of rising equity markets, but to limit losses in downward movements. At the same time, environmental, social and corporate governance (ESG) criteria are to be taken into account in the investment.
The fund is backed by a stable, well-experienced, and dedicated management team with a long-term investment approach. This team follows an investment process that selects stocks and bonds of high-quality companies. Preference is given to companies that can stay on course through all phases of the economic cycle and benefit from secular trends such as digitalization, automation of the economy and Artificial Intelligence, new consumer and work trend, ageing population, and rising income in emerging middle class. In the selection process, the portfolio management team strives to detect companies that have significant competitive advantages, healthy balance sheets, and able to generate sufficient cash flow to self-finance their growth. Portfolio managers also pay close attention to the valuation of the companies to limit excessive valuation risks and try to find potentially attractive entry points.
Stay on course with a flexible approach