Natixis Global Asset Management expands UK offering with launch of two innovative dynamic multi-factor equity funds
London 3rd February, Natixis Global Asset Management (‘Natixis’) has further strengthened its UK OEIC range with the launch of two innovative dynamic multi-factor equity funds, from Paris-based portfolio manager, Seeyond.*
The “Seeyond Factor Plus U.K. Equity Fund”** and “Seeyond Factor Plus Europe Ex U.K. Equity Fund”** are core long-only equity strategies that aim to generate consistent outperformance over the long term, whatever the market environment.
Both funds dynamically allocate across four specific equity factors: Value, Low Volatility, Small Cap and Momentum to maximise returns. Each of the four factors have been specifically selected because they have outperformed the markets over the long term, although not necessarily at the same time through an economic cycle.***
Factor-timing is crucial. Seeyond’s dynamic factor allocation aims to capture positive market movements by altering its allocation between the factors according to clear market trends identified through its process.
“This is not a pure beta product as, unlike typical benchmark orientated strategies, all holdings actively contribute to alpha generation or volatility management or both,” said Chris Jackson, EVP for UK Retail and International Product. “This is an innovative process which we like to call Smart beta 2.0. It enables Seeyond to optimise the performance of these factors by taking advantage of market trends whilst enhancing risk adjusted returns.”
The funds will be managed by Seeyond’s David Belloc, Equity Portfolio Manager, supported by Pierre Savarzeix, Equity Portfolio Manager. The team already manages close to €1bn in equivalent strategies.****
The funds are the latest strategies to be added to the Natixis UK OEIC offering, which currently comprises four funds from Natixis’ underlying investment affiliates: the Morningstar OBSR Gold rated Loomis Sayles Strategic Income Fund, the Morningstar OBSR Bronze rated Loomis Sayles US Equity Leaders Fund, the H2O MultiReturns Fund and the Harris Global Concentrated Fund.
Along with Natixis’ existing UK retail offering, the intention is for the new funds to be available to UK investors and advisers via a range of platforms including Fidelity’s Fundsnetwork, Ascentric, Novia, Transact, 7IM, Raymond James, Cofunds and Standard Life.
*Seeyond is the structured product and volatility management investment division of Natixis Asset Management.
** Sub-fund of NGAM Investment Funds U.K. ICVC a UK registered OEIC. The Authorised Corporate Director of the fund is NGAM SA, authorised in Luxembourg and regulated by the CSSF.
*** Past performance and is not a guarantee of future results.
**** Source: Natixis AM as at 31/12/14
NATIXIS GLOBAL ASSET MANAGEMENT
Samia Hadj, Global Public Relations
Tel: +44 (0)20 3405 4206
Tel. +44 (0)20 7002 7821
About Natixis Global Asset Management
Natixis Global Asset Management is a multi-affiliate organization that offers a single point of access to more than 20 specialized investment firms in the U.S., Europe and Asia. The firm ranks among the world’s largest asset managers.1 Through its Durable Portfolio Construction® philosophy, the company is dedicated to providing innovative ideas on asset allocation and risk management that can help institutions, advisors and individuals address a range of modern market challenges. Recognized as the #1 U.S. mutual fund family for 2013 performance in the annual Barron’s/Lipper Fund Family Ranking,2 Natixis Global Asset Management brings together the expertise of multiple specialized investment managers based in Europe, the United States and Asia to offer a wide spectrum of equity, fixed-income and alternative investment strategies.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A.’s assets under management totaled $894.3 billion (€708.0 billion) as of September 30, 2014.3 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. Visit ngam.natixis.com for more information.
Natixis Global Asset Management also includes business development units located across the globe, including NGAM UK Limited, which is authorised and regulated by the UK Financial Conduct Authority and NGAM S.A., a Luxembourg management company authorized and regulated by the CSSF.
The information contained herein is provided solely for information only and does not constitute a solicitation to buy or an offer to sell any financial products or services.
Approved in the UK by NGAM UK Limited, authorised and regulated by the Financial Conduct Authority (register no. 190258).
1 Cerulli Quantitative Update: Global Markets 2014 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management as of December 31, 2013.
2 Barron's/Lipper 2013 one-year fund family ranking based on 64 qualifying U.S. fund companies. Each fund family must have at least three funds in Lipper's general U.S.-stock category, one world (global and international), one mixed-asset/balanced (stocks and bonds), two taxable bond and one tax-exempt bond fund. Natixis was not ranked for the 5- and 10-year periods. Past performance is no guarantee of future results. The Fund Family represents U.S. domiciled funds that are not available for investment to non-U.S. persons. When this communication is provided outside of the U.S., it is done only to provide supplemental information about the expertise of Natixis Global Asset Management and its affiliates.
3 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.
In order to offer investments that combine performance generation with risk reduction, Seeyond applies investment strategies that go beyond conventional active management.
In order to turn uncertainty into opportunity, Seeyond develops a complete range of funds in 3 areas of expertise:
• structured and active protected management,
• flexible asset allocation and active volatility management,
• model-driven global and European equity strategies.
The portfolio management team is daily supported by a quantitative research platform.
With 34 employees, Seeyond has €15 billion in assets under management as of 30/09/2014.
Seeyond’s fund range is distributed by Natixis Global Asset Management’s global distribution platform and is designed for all types of investors, both professional and non-professional.
More info: www.seeyond-am.com
Natixis Asset Management is a French investment company and is Natixis Global Asset Management’s largest European investment company with €310.3bn in assets under management and 600 employees. Natixis Asset Management offers its clients tailored, innovative and efficient solutions organised into six investment divisions:
Fixed income, European equities, Investment and client solutions, Structured products and volatility (developed by Seeyond), Global emerging equities, and Responsible Investing (developed by Mirova*).
Source: Natixis Asset Management as of 30/09/2014.
* Mirova is a subsidiary of Natixis Asset Management.
References to classifications, awards and/or ratings are not an indicator of future performances by the funds/UCITS and/or fund manager.