Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund N1/A (USD)
ISIN LU1727220326 / Valor null
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund N1/A (USD)
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General Objective
The fund aims to achieve long-term capital growth through a disciplined value approach and long-term absolute return orientation. It seeks to invest in companies trading at a substantial discount to intrinsic value with owner-oriented management teams, utilizing a rigorous, independent, fundamental research process.
Fund Exposure
The fund is primarily exposed to equities, with a portfolio allocation of 97.2% in equities and 2.8% in cash. The main issuers in the portfolio include companies such as Alphabet Inc, Fiserv Inc, General Motors Co, and Charles Schwab and Corp. The fund is diversified across different sectors and industries to manage risk effectively.
Risks
Due to its exposure to equity markets, the fund may experience significant volatility. The fund's investment policy exposes it to risks such as equity securities, exchange rates, geographic concentration risk, growth/value equities risk, large capitalization companies risk, portfolio concentration risk, and sustainability risk.
Source
https://www.im.natixis.com/en-intl/funds/fund-details.LU0130102774
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