Ostrum SRI US Equity IC USD (0P0001576K)
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Ostrum SRI US Equity IC USD
43, avenue Pierre Mendès-France
+33 1 78408000
Management information
,Lead manager since 30 July 2018
Juan-Sebastian Caicedo, CFA® - Mr. Caicedo has served as portfolio manager of the Fund since its inception in 2016. Mr. Caicedo joined Ostrum AM in 2008 and began his career in the equity department in the Core, Retail and Quantitative Financial Modelling team. In 2009, he was put in charge of Minimum Variance strategies. He also works on diversification, risk management and statistical arbitrage strategies. Mr. Caicedo is currently a Quantitative Equity Portfolio Manager within Seeyond’s equity team.
Mr. Caicedo graduated from the ESCP Europe in 2009, holds a degree in Mathematics from Universidad of Los Andes (Bogota) and has over 11 years of investment experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyNatixis Investment Managers International
Net assetsN/A
YTD return4.57%
Yield0.00%
Morningstar rating★★
Inception date8 Apr 2015
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001576KCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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