About NRCFX
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class C is a global real estate mutual fund that seeks to deliver above-average income and long-term capital growth. Managed by AEW, a prominent real estate asset manager, the fund is distinguished by its concentrated portfolio, typically holding 50 to 60 securities diversified by property type, leverage profile, yield characteristics, and geographic region. The fund invests a minimum of 80% of its net assets in securities of real estate companies, including real estate investment trusts (REITs), with exposure across sectors such as apartments, industrial, healthcare, office, data centers, and shopping centers. Notably, the fund leverages AEW’s extensive research on global macroeconomic and localized property trends, applying a value-driven approach that emphasizes companies demonstrating positive cash flow growth and increasing dividends. As a global sector-focused offering, the fund plays a key role for investors and allocators seeking diversification, portfolio yield, potential capital appreciation, and an indirect hedge against inflation through investment in publicly traded real estate markets.
Fund Family Natixis Advisors
Category Global Real Estate
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NRCFX
Share Class Class C
Index FTSE EPRA Nareit Developed REITs TR USD
NRCFX had a total return of 3.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.07%.
