Neuflize USA Opportunités $

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Taking advantage of opportunities offered by the world’s largest financial market

The objective of Neuflize USA Opportunités USD is to generate long-term performance by benefiting from the volatility and diversity of the US markets.
The fund is structured with the aim of achieving substantial growth over the long term but its short-term performance may differ from that of the stock market indices that are most representative of the US market.
Investment decisions are governed by a comprehensive economic analysis via a pronounced sector approach and very rigorous selection of securities offering growth potential.



Why invest in Neuflize USA Opportunités USD?

  • to participate in the opportunities offered by the wealth and diversity of the US market
    • ;
  • to benefit from the long-term performances of US companies.

    • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    3,24% from 26/02/2010 to 08/03/2010 40,86% from 06/03/2009 to 08/03/2010 35,83% from 08/03/2005 to 08/03/2010
  • ISIN code (accumulation shares ): FR0000003493
    		•
  • Investment horizon: >5 years
    		•
  • Management Fees : 1.75% of net assets
    		•
  • Manager: François Mouté
    		•
  • Benchmark: S&P 500, closing price
    		•
  • Entry/exit fees: 2.50%/nil
    		•
  • Out performance fees: 20%/Benchmark
    		•
  • Subscriptions/redemptions: up to 6pm
    		•

    Documentation available

    Télécharger le doc produit Fact sheet September 2009 See archives
    Télécharger le doc pdf Monthly Report of 29/05/2009  
    Télécharger le doc produit Simplified prospectus  
    Télécharger le doc produit Quarterly Snapshot of 30/06/2009   See archives

    Communication

    Press

    • 03/04/2009 :  Three of Europe's best fund managers bet on market - Citywire
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    Open Funds

    Overall Morningstars end of January 2010, source - 2010 Morningstar, Inc. All rights reserved.

    Past performances offer no guarantee for future results. Noncontractual information.