Natixis AM Funds - Ostrum SRI Europe MinVol R/A (EUR)
ISIN LU0935229400 / Valor 22532201
Natixis AM Funds - Ostrum SRI Europe MinVol R/A (EUR)
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General Objective
The fund aims to outperform the MSCI Europe Dividend Net Reinvested Index over a recommended minimum investment period of 5 years while offering lower volatility.
Fund Exposure
The fund primarily invests in European equities, using quantitative criteria such as volatility and correlation to select securities that will enable lower absolute volatility compared to its benchmark. The portfolio includes ESG considerations and may deviate significantly from the benchmark.
Risks
Risks associated with this fund include market risk, country concentration risk (maximum 60% exposure to one country), and the use of derivatives for hedging and investment purposes. Additionally, ESG analysis remains subjective and dependent on available information, impacting ESG ratings.
Source
https://www.im.natixis.com/en-latam/funds/fund-details.LU0935229152
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