More than a year after its launch, and thanks to its ‘all-weather’ approach, Natixis Global Risk Parity (€104M as at September 30), the sub-fund of the Luxembourg-domiciled Natixis AM Funds SICAV, had risen by 5.93%* net of fees over one year (share class I) with volatility of 2.87%.
To better understand the reasons underlying this performance, the following report
provides:
- A reminder of the management philosophy of the fund
- An analysis of performance with a comparison to that of the fund’s main competitors
- Reasons to invest in this fund at the current time: for investors looking for returns in defensive products and/or attracted to strategies that will not overly expose them to rising rates.
