Neuflize Ambition $
Morningstar
Benefiting from active and dynamic investment in dollars
The objective of Neuflize Ambition $ is to offer an absolute performance by participating in market increases while protecting the portfolio during market downturns. Denominated in USD, Neuflize Ambition is invested mainly in the US and in all asset classes: money market instruments, bond markets and equity markets.
The fund manager constructs the portfolio using a fundamental approach, without any benchmark constraints, by selecting the sectors offering the best growth prospects and adapting the proportion invested in equities to take advantage of market volatility.
Neuflize Ambition constitutes a means of diversification when faced with highly volatile markets
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Why invest in Neuflize Ambition $?
Performances
Calculate Performance :
| Month to date | 1 year (rolling) | 5 years (rolling) |
|---|---|---|
| 1,66% from 26/02/2010 to 08/03/2010 | 33,6% from 06/03/2009 to 08/03/2010 | 56,09% from 12/11/0200 to 08/03/2010 |
Documentation available
Fact sheet September 2009
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Monthly Report of 29/05/2009 |
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Simplified prospectus
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Quarterly Snapshot of 30/06/2009 |
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Presentation of 30/06/2009 |
Communication
- 01/04/2009 : Lettre Neuflize OBC Avril 2009 - Lettre
Overall Morningstars end of January 2010, source - 2010 Morningstar, Inc. All rights reserved.
Past performances offer no guarantee for future results. Noncontractual information.
