Natixis Asset Management launches Natixis Food & Consumer Equities Fund
Natixis Asset Management the largest affiliate of Natixis Global Asset Management today announced the launch of the Natixis Food & Consumer Equities Lux SICAV to international investors. The strategy which has existed for nearly 30 years has resonated strongly with French investors and will now be available outside of France for the first time.
The fund is aimed at investors seeking a conviction-led active investment management approach and aims to outperform the MSCI Europe index(1) over a recommended minimum investment period of five years. The thematic fund has exposure to a traditionally defensive stock universe, consisting of European and international food and consumer companies.
The food and consumer sector can potentially offer some attractive opportunities for example,
- Historically, companies are less sensitive to economic cycles - they can potentially generate steady results and are often referred to as “safe-haven stocks”;
- These stocks can be boosted by product innovation and investment
- Companies can benefit from dynamic consumer spending in emerging markets resulting from the growth of the middle classes and improvement in purchasing power.
The fund will be managed by Francoise Lafitte who has a strong track record in this sector having run a similar strategy the AAA Actions Agro Alimentaire fund. At the end of March 2017, the AAA Actions Agro Alimentaire fund displayed an annualized performance of 9.3%(3) since inception in 1985, with lower volatility(4) than some of the major equity indexes. The fund has an AUM of €1.1bn.
Commenting on the launch, Matthieu Duncan, CEO of Natixis Asset Management said “The launch of Natixis AM Funds Lux-domiciled SICAV is a clear reflection of our international expansion strategy. The thematic equity expertise, with its strong track record should resonate well with international investors’. Natixis AM Funds were launched in 2014 and offers all investors privileged access to Natixis Asset Management’s areas of investment expertise”.
It now includes 25 sub-funds with total assets under management of around €4.5bn a t end-March 2017.
- The MSCI Europe Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of the developed markets in Europe. The MSCI Europe Index consists of the following 15 developed market country indexes: Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, and the United Kingdom. Index source: MSCI. The fund manager has full leeway as regards the benchmark and is not tied to changes in the composition of the MSCI Europe.
- Performances for the MSCI Europe benchmark are available at www.msci.com
- Natixis Food & Consumer Equities is the Feeder fund of the French-law FCP fund AAA Actions Agro Alimentaire
- As at 03/31/2017. R Share. Source Natixis Asset Management. Figures mentioned refer to past years. Past performance is not a reliable indicator of future performance.
- Since the fund’s inception, volatility has been 25% lower on average than figures for major equity indexes
Natixis Asset Management ranks among the leading European asset managers1 with €358.8 billion in assets under management and 699 employees2.
Natixis Asset Management offers its clients (institutional investors, companies, private banks, retail banks and other distribution networks) tailored, innovative and efficient solutions organized into five investment divisions: Fixed income, European equities, Investment and client solutions, Volatility and structured developed by Seeyond, Emerging equities developed by Emerise.
Natixis Asset Management’s offer is distributed through the global distribution platform of Natixis Global Asset Management and Groupe BPCE’s two retail networks, Banque Populaire and Caisse d’Epargne.
> Further information: www.nam.natixis.com
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(1) Source: IPE Top 400 Asset Managers 2016 ranked Natixis Asset Management as the 49th largest asset manager based on global assets under management, and by the country of the main headquarters and/or main European domicile, as of 31 December 2015.
(2) Source: Natixis Asset Management – 31/03/2017.
Natixis Asset Management - Limited liability company - Share capital €50,434,604.76 - Regulated by AMF under n°GP 90-009 - RCS Paris n°329 450 738 - Registered Office: 21 quai d’Austerlitz – 75 634 Paris Cedex 13.
Natixis Global Asset Management serves thoughtful investment professionals worldwide with more insightful ways to invest. Through our Durable Portfolio Construction® approach, we focus on risk to help them construct more strategic portfolios that seek to endure today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.
Natixis Global Asset Management is ranked among the world’s largest asset management firms.1 Uniting over 20 specialized investment managers globally ($895.6 billion AUM2), we bring a diverse range of solutions to every strategic opportunity. From insight to action, Natixis Global Asset Management helps our clients better serve their own with more durable portfolios.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW Capital Management; AEW Europe; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Emerise;6 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; Loomis, Sayles & Company; Managed Portfolio Advisors®;3 McDonnell Investment Management; Mirova;7 Natixis Asset Management; Ossiam; Seeyond;7 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Visit ngam.natixis.com for more information. Not all offerings available in all jurisdictions.
1 Cerulli Quantitative Update: Global Markets 2016 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management ($870.3 billion) as of December 31, 2015.
2 Net asset value as of March 31, 2017. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.
3 A division of NGAM Advisors, L.P.
4 A brand of DNCA Finance.
5 A subsidiary of Natixis Asset Management. Operated in the U.S. through Natixis Asset Management U.S., LLC.
6 A brand of Natixis Asset Management and Natixis Asset Management Asia Limited, based in Singapore and Paris.
The views and opinions expressed may change based on market and other conditions. The discussion of investments and investment strategy is subject to change without notice. Reference to specific securities or industries should not be considered recommendations or advice for individual investors. There can be no assurance that developments will transpire as forecasted and that the estimates are accurate. Although Natixis Global Asset Management believes the information provided in this reprint to be reliable, it does not guarantee the accuracy, adequacy, or completeness of such information. The analyses and opinions referenced herein represent the subjective views of the author and may be subject to change. There can be no assurance that developments will transpire as may be forecasted in this material. This material may not be distributed, published, or reproduced, in whole or in part. Although Natixis Global Asset
Management believes the information provided in this material to be reliable, it does not guarantee the accuracy, adequacy or completeness of such information.
Natixis Global Asset Management consists of Natixis Global Asset Management, S.A., NGAM Distribution, L.P., NGAM Advisors, L.P., NGAM S.A., and NGAM S.A.’s above-mentioned business development units across the globe, each of which is an affiliate of Natixis Global Asset Management, S.A. The affiliated investment managers and distribution companies are each an affiliate of Natixis Global Asset Management, S.A. • ngam.natixis.com
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