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Natixis AM’s food and consumer investment expertise now available to international clients

01.06.2017

Natixis Asset Management’s food and consumer investment expertise, which aims at taking advantage of performance upside in these sectors, is now available to international clients.

Natixis Asset Management thus provides professional and non-professional clients with a tried and tested equity strategy that has been available in France for more than 30 years, based on an active conviction-led investment management approach. With its positioning and extensive geographical and sector diversification, this investment strategy has historically been less sensitive to market cycles than a traditional equity fund.

The traditionally defensive food and consumer sector can potentially offer some attractive opportunities, for example:
- Historically, companies in these sectors 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.

Commenting on the launch, Matthieu Duncan, CEO of Natixis Asset Management said "This launch is a clear reflection of our international expansion strategy. The thematic equity expertise, with its strong track record should resonate well with international investors". 

This area of investment expertise will now be available to clients in the following countries:

• Belgium
• Germany
• Spain
• France
• UK
• Italy
• Netherlands


All investments can be a source of financial risk and should therefore be carefully assessed by the reader of this document in light of his/her financial requirements and objectives.

The investment aim of this area of investment expertise is to outperform the MSCI Europe net total return (benchmark) over a period of five years by investing in companies in food production and distribution sectors, and/or consumer segments.

The MSCI Europe Index is made up of stocks from European countries only (currently Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, and the United Kingdom) with the aim of including 85% of the free float-adjusted market capitalization of each country and of each European group of industries. The MSCI Europe therefore includes 85% of the entire market capitalization of the European markets via this approach of targeting 85% of each country and each group of industries, while at the same time reflecting the economic diversity of these markets.

This investment expertise primarily invests in international equities. Equity investments can undergo major price fluctuations. Funds in this area of expertise are exposed to risk of capital loss. Invested capital is not guaranteed.

Active fund management can be defined as opposed to passive fund management. It aims to outperform its benchmark. The fund manager uses a targeted analysis to select stocks in a discretionary way that he/she believes will grow faster than the market so that the portfolio can outperform the market.

The benchmark is a reference index or a combination of reference indices that are used to assess the profitability of a fund manager as compared to a pre-set target. When the benchmark is a fund management objective, it must be explicitly stated in the Key Investor Information Document. Most of the time, asset managers set out a ratio, known as the tracking error ratio, which reflects the probability that the fund’s profitability will diverge from the profitability of its benchmark.

Securities are defined by the French Monetary and Financial Code and give identical rights across all categories. The Code defines financial securities as follows: equity securities issued by joint-stock companies, debt securities, with the exception of bills of exchange and interest-bearing notes, units or shares in undertakings for collective investment.

Investment management approach is characterized by marked plays based on fund managers’ strong convictions, which can lead to sharp differences between the fund and its benchmark, in terms of both the composition of the portfolio and performances.

For more information on this area of investment expertise, visit www.nam.natixis.com

Natixis Asset Management – Asset management company regulated by AMF under n° GP 90-009 – Limited Liability Company with share capital of €50,434,604.76 – RCS Number Paris 329 450 738 – Registered Office: 21 quai d’Austerlitz, 75013 Paris.