Neuflize OBC Asset Management

Enlarge the curve

Enhance the value of your portfolio while at the same time limiting the risks

NOAM Optimum is a diversified fund that has dual objectives:
- to outperform, on an annual basis, 6-month Euribor +2% in order to obtain growth of 5% to 7% per annum (at current interest rate levels). It involves participating in any increases in the financial markets and protecting the capital during market downturns;
- to facilitate steady growth in the NAV with low volatility.
Equity exposure varies according to market trends. The use of financial instruments (index futures) gives the fund a high degree of flexibility at a lower cost. The security selection process draws on data specific to each company, without reference to any index.



Why invest in NOAM Optimum?