Neuflize Ambition $ & € hedge

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Invest in US Equities aiming at growth whilst limiting downside risk

The objective of Neuflize Ambition (formerly NOAM Ambition) is to offer an absolute performance by participating in market increases while mitigating the portfolio against market downturns.

The fund invests primarily in US 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.

Equity exposure 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.

The fund is available both in a $ version as well as a € hedged version for those investors seeking to avoid exchange rate risk to the US Dollar (fund codes see below).

Why invest in Neuflize Ambition?

  • to capture equity markets growth whilst limiting downside risk

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


    (Please note that below performance figures are for the $ version.)

    • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    0,85% from 31/08/2010 to 03/09/2010 2,66% from 03/09/2009 to 03/09/2010 51,9% from 02/09/2005 to 03/09/2010
  • ISIN code (USD share): FR0010362897
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  • Benchmark: Fed funds rate + 4%
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  • Management fees: 1,4% (1.5% for € hedged version)
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  • ISIN code (€ hedged share): FR0010863548
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  • Horizon: >5 years
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  • Performance fees: 20% of outperformance against benchmark applying the highwatermark principle
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  • Manager: François Mouté
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  • Subscription/redemption: before 5.30pm
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  • Entry/exit fees: 2,50%/0%
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    Documentation available

    Télécharger le doc produit  Monthly Fact sheet July 2010 See archives
    Télécharger le doc produit Full prospectus  
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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.