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>>>Seeyond Minimum Variance funds hit new AuM milestone

23 April 2015

Seeyond Minimum Variance funds hit new AuM milestone

Both Seeyond Europe MinVariance1 and Seeyond Global MinVariance1 have reached new Aum milestones, thus confirming their success. In less than 5 years after inception, Seeyond Europe Minvariance gathered over € 500 million in assets under management. Created in October 2011, Seeyond Global Minvariance has now over € 200 million of AuM.

Both funds are managed according to a Minimum Variance approach developed by Seeyond’s Smart Beta investment team. A quick reminder of 5 key points of the approach: 
• A European equity universe for Seeyond Europe Minvariance and a global universe (including emerging countries) for Seeyond Global Minvariance
• An objective to outperform their respective benchmark while demonstrating lower volatility over the recommended investment period (min. 5 years)
• A strategy that aims to reduce equity markets variations
• An investment policy with a view to constructing a statistically less volatile equity portfolio (reduced historically by approx. 30%) and demonstrating a better resistance to downside risk.
• A strategy purely invested in equity securities.

In a market environment where strong variations may continue, this approach aims to benefit from long term opportunities in the equity markets while reducing their variability.


Overview of the funds’ annualised performance since their respective inception:

Source : Morningstar


You can find more information on Seeyond’ Minimum Variance funds by clicking on this link.

 

1 Sub-funds of the Luxembourg-domiciled Natixis AM funds SICAV
2 The performance indicated for the fund before its inception, for the period from September 30, 2010 to November 27, 2013 is based on the historic performance of Seeyond Europe Minimum Variance, FCP collective investment fund under French law, registered with AMF, the financial market authority, and managed by the same management company using the same investment process. This performance has been adjusted to show the various charges applicable to the fund as accurately as possible.
3 The performance indicated for the fund before its inception, for the period from October 17, 2011 to December 19, 2013 is based on the historic performance of Seeyond Global MinVariance, FCP collective investment fund under French law, registered with AMF, the financial market authority, and managed by the same management company using the same investment process. This performance has been adjusted to show the various charges applicable to the fund as accurately as possible.

*Source Natixis AM 20/04/2015
Figures mentioned refer to previous years. Past performance does not guarantee future results. Reference to a ranking and/or a price does not indicate the future performance of the UCITS/AIF or the fund manager. The characteristics, fees and risk return profile connected to investment in a fund are described in the Key Information Investor Document (KIID) of this fund.