Performance & Volatility
Last valuation date : 18-07-2019
Risk / Return from 29-03-2017
All information for an index prior to its Inception Date is back-tested, based on the methodology that was in effect on the Inception Date. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of an Index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns.
The key elements of the index methodology are available upon demand.
The objective of the Index is to provide an exposure to the equity market while benefiting of a permanent protection against market downturn risks.
The Index relies on a dynamic asset allocation strategy. The Allocation on the Equity Selection and the Hedging Selection depends on the target exposure to the equity market and the proportion of the portfolio to be hedged against downturn risks.
The Index has been created and developed by the internal teams of Natixis in partnership with BPCE VIE.