About NRFYX
Natixis AEW Global Focused Real Estate Fund Class Y is an institutional share class of a diversified mutual fund specializing in global real estate equities. The primary objective of the fund is to deliver investors above-average income alongside long-term capital growth by investing at least 80% of its net assets in securities tied to the real estate sector. Managed by AEW, one of the world's leading real estate investment managers, the fund typically holds 50-60 securities, offering exposure across multiple property types—including apartments, industrial sites, healthcare facilities, office buildings, data centers, and retail spaces—and geographic regions such as North America, Europe, and Asia Pacific. Its concentrated yet diversified portfolio emphasizes value-oriented selection, targeting real estate investment trusts (REITs) and operating companies with strong cash flow prospects and growing dividends. As part of the global real estate category, this fund is positioned to provide diversification, yield, and potential inflation protection within broader portfolios, reflecting AEW’s deep sector expertise and local insights across markets.
Fund Family Natixis Advisors
Category Global Real Estate
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol NRFYX
Share Class Class Y
Index FTSE EPRA Nareit Developed REITs TR USD
NRFYX had a total return of 16.20% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.64%.
