About NRFNX
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class N is an open-end mutual fund that primarily invests in publicly traded real estate securities worldwide. Managed by AEW, one of the largest global real estate investment firms, the fund pursues a concentrated approach, typically holding 50-60 securities diversified across property types, leverage, yield, and geographic regions. Its strategy emphasizes exposure to real estate investment trusts (REITs) and real estate operating companies, targeting sectors such as apartments, industrial, healthcare, triple net lease, office, and data centers. The portfolio is notably focused, with over 48% of assets in the top ten holdings, providing a balance of sector and geographic diversification while maintaining conviction in selected positions. The fund aims to deliver above-average income and long-term capital growth, leveraging AEW’s extensive research capabilities and regional portfolio management teams for value-driven security selection. It is suited for investors seeking diversification, income potential, and exposure to both U.S. and international real estate markets, and may also serve as a potential hedge against inflation through its allocation to the public REITs market.
Fund Family Natixis Advisors
Category Global Real Estate
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol NRFNX
Share Class Class N
Index FTSE EPRA Nareit Developed REITs TR USD
NRFNX had a total return of 17.65% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.64%.
