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Glossary

Risk and return indicator

The risk and return indicator, which features a scale from 1 to 7 equating to increasing levels of risk and return, enables investors to assess a fund’s performance potential as compared to the risk it carries. The overall methodology for calculating this regulatory indicator is based on the fund’s annualized historical volatility, based on weekly yields over a 5-year period. This indicator is checked regularly and may be subject to change.

 

(Source: Ostrum Asset Management)

 

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On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.