Neuflize Global

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Invest in Global Equities aiming at growth whilst limiting downside risk

The objective of Neuflize Global (formerly NOAM Global) is to offer the investor medium- and long-term capital appreciation while at the same time ensuring a balanced level of risk. The goal is to outperform 6-month Euribor +4% with a recommended investment period of five years or more. The fund invests primarily in US and European equities using a fundamental approach, without any benchmark constraints, by selecting the sectors offering the best growth prospects and adapting the proportion invested in equities to take advantage of market volatility.

Net equity exposure of the fund varies according to market trends. The use of financial instruments (index futures) gives the fund a high degree of flexibility so that net equity exposure can vary between 0%-100% based on the manager's views on equity markets.



Why invest in Neuflize Global?

  • to capture equity markets growth whilst limiting downside risk

  • to diverfify your investment portfolio with a non traditional approach to equity investing

    Please note that currently Neuflize Global is registered for distribution in France only. As a result, detailed reporting for the fund is available only in the French language .

    • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    1,64% from 31/08/2010 to 06/09/2010 9,67% from 04/09/2009 to 06/09/2010 20,12% from 06/09/2005 to 06/09/2010
  • ISIN code (accumulation shares): FR0010362871
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  • ISIN code (income shares): FR0010362889
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  • Horizon: >5 years
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  • Manager: Olivia Giscard d’Estaing
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  • Index: 6-month Euribor + 4%
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  • Actual management fees: 1,40%
  • Outperformance fees: 20%of outperformance against benchmark applying the highwater mark principle
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  • Entry/exit fees: 2,50%/0%
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  • Subscription/redemption: before 5.30pm
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    Documentation available

    Télécharger le doc produit  Monthly Fact sheet July 2010 See archives
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    Overall Morningstars end of July 2010, source - 2010 Morningstar, Inc. All rights reserved.

    Past performances offer no guarantee for future results. Noncontractual information.