Fund databaseMulti-Asset

Natixis Multi Private Assets Navigator

VEGA Investment Solutions · LU2997435198

ELTIF 2.0 Multi-Asset Luxembourg Article 8 3 share classes ↓ Primaries / Target Funds

NAV · 30 Jun 20261,002.34 EUR
Fund currencyEUR
Income treatmentaccumulating
Performance since Mar 2026+0.7%Class R
Ongoing costs2.83% p.a.
Min. investmentEUR 15,000
Redemptionquarterly
Risk (SRI)6 / 7

01Performance

Unit price (NAV) in EUR · share class R · 2 data points

1,002.34 EURNAV as at 30 Jun 2026
995.4997.6999.81,002Mar 2026Jun 2026
Source: Price feed from the management company all values documented from primary sources
since Mar 2026+0.7%

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Performance 12M · as at 31 Mar 20260.50%

Target return per the provider: Investment objective: 'long-term capital growth through a multi private-assets fund of funds'; no quantified target return in the documents available. TVPI since launch 0.99x; performance since launch -0.50 %

Source: Factsheet 31 Mar 2026

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2025
Fund sizeEUR 55mas at 31 Mar 2026
CurrencyEUR
Income treatmentaccumulating
SFDRArticle 8
Recommended holding10 yrs
Liquidity buffer0.10%
Leverage limit

Risk indicator 6 of 7 from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Actual portfolio% of NAVas at 31 Mar 2026

Utilities & environment34.6%
Technology & software17.2%
Industrials & manufacturing11.6%
Financial services11.3%
Healthcare & life sciences10.1%
Consumer & retail9.7%
Real estate0.3%
Other5.2%
Show individual values
Utilities & environment34.6%
Technology & software16.2%
Financial services11.3%
Industrials & manufacturing10.5%
Healthcare & life sciences10.1%
Consumer discretionary9.4%
Chemicals & materials1.1%
Communication services1.0%
Consumer staples0.3%
Real estate0.3%
Other5.2%
Source: VEGA Investment Solutions / Natixis IM — 'Natixis Multi Private Assets Navigator, Quarterly Report, March 2026', Abschnitt 'Portfolio analysis as of 31/03/2026', S. 2

Geographic breakdown

Actual portfolio% of NAVas at 31 Mar 2026

Europe90.3%
United States4.0%
Asia-Pacific1.7%
Other / unallocated4.0%
Source: Natixis/VEGA 'Multi Private Assets Navigator' Factsheet 31.03.2026

Strategy

Primaries / Target Funds

Fund of funds / primaries; adaptive allocation along the economic cycle, affiliate-neutral fund selection

Portfolio composition

Portfolio asset allocation as at 31 Mar 2026

Money market71.5%
Private debt10.0%
Private equity7.7%
Infrastructure equity6.7%
Infrastructure debt4.1%
Real estate0.0%
Cash & equivalent0.1%

Vintages

202229.8%
202327.8%
202424.6%
202517.9%

Breakdown by asset manager

Ecofi36.3%
Ostrum35.2%
CIC Private Debt10.0%
Naxicap7.7%
Mirova6.7%
Eiffel4.1%
Provider wording in full
Portfolio asset allocation as at 31 Mar 2026 (in % of AUM): money market 71.5 %, private debt 10.0 %, private equity 7.7 %, infrastructure equity 6.7 %, infrastructure debt 4.1 %, real estate 0.0 %, cash & equivalent -0.1 %. Private-assets commitments (in % of total commitment): Naxicap Investment Opportunities III 29.8 %, Mirova Energy Transition 6 24.6 %, Eurazeo PME V 17.9 %, CIC European Large Cap Senior Debt Fund III 16.4 %, Eiffel Infrastructures Vertes 11.5 %. Vintages: 2022 29.8 %, 2023 27.8 %, 2024 24.6 %, 2025 17.9 %. Breakdown by asset manager (% of AUM): Ecofi 36.3 %, Ostrum 35.2 %, CIC Private Debt 10.0 %, Naxicap 7.7 %, Mirova 6.7 %, Eiffel 4.1 %. The target allocation to real estate was removed in March 2026 and the allocation to renewable infrastructure increased
Source: Factsheet 31 Mar 2026

Top holdings

Private-assets holdings as at 31 Mar 2026 (commitment / valuation in EUR m): CIC European Large Cap Senior Debt Fund III (private debt, CIC Private Debt, Europe) 5.5/5.5; NAXICAP Investment Opportunities III S.L.P. (private equity, Naxicap Partners, Europe) 10.0/4.3; EIFFEL Infrastructures Vertes (infrastructure debt, Eiffel Investment Group, Europe) 3.8/2.2; MIROVA Energy Transition 6 (infrastructure equity, Mirova, Europe) 8.3/3.7; EURAZEO PME V S.L.P.S. (private equity, Eurazeo, Europe) 6.0/0.0. Liquidity portion: OSTRUM SRI Cash Plus EUR and ECOFI Tresorerie EUR
Source: Factsheet 31 Mar 2026

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management feenot documented
Total ongoing costs2.83%
Entry charge max.5.00%
Redemption fee0.00%
Performance fee0.00%
Hurdle rate0.00%
High-water marknot documented

In context: ongoing costs

This fund
2.83%
Median Multi-Asset
2.19%

Median across 14 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Not applicable at sub-fund level (0.00 %). At target-fund level their carried interest is charged; in the factsheet this is accounted for under 'indirect fees' within the ongoing charges
Source: Factsheet 31 Mar 2026

Costs per the key information document

Ongoing charges 2.83 % p.a. (sum of management fees, administration fees and indirect fees of the target funds), class R/A (EUR) LU2997435198
Source: Factsheet 31 Mar 2026, section 'FEES' (discrepancy 2.83 % vs. 2.82 % previously - factsheet is the more recent source)

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionquarterly
Minimum investmentEUR 15,000
Entry chargeup to 5.00%
Rec. holding period10 years

Subscription per the document

Quarterly ('Valuation frequency Quarterly'); cut-off time 13:30 CET, D-5

Source: Factsheet 31 Mar 2026, 'FUND CHARACTERISTICS'

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed quarterly; notice must be given 180 days before the date; on each date the fund redeems at most 5 % of fund assets; for the first 60 months after subscription no redemption is possible.

1 · Lock-up60 months from subscription
2 · Notice period180 days before the date
3 · Redemption datequarterly
4 · Gatemax. 5 % per date
5 · Payoutnot documented

The gate caps redemptions at 5 % of fund assets per date. If more investors want out at the same time, orders are scaled back pro rata or deferred to the next date.

Redemption per the document

quarterly after expiry of the initial lock-up period

Gate per the document

not documented

Notice period

180 days

Lock-up

60 months

Liquidity score: 2.9 of 5

Redemption frequency
3 / 5 · 40 %
Gate / redemption cap
3 / 5 · 25 %
Notice period
1 / 5 · 20 %
Redemption fee
5 / 5 · 15 %

The score measures only the contractual redemption mechanics (the higher, the more flexible) — not whether the fund actually stays liquid under stress. Weightings in per cent.

06Share classes

3 classes known. All cost and risk figures on this page apply to LU2997435198.

ISINStatusMin. investmentOngoing costsSRI
LU2997435198basis of this pageEUR 15,0002.83%6/7
LU2997435271not yet collectednot documentednot documentednot documented
LU2997435602not yet collectednot documentednot documentednot documented

Costs, minimum investment and risk can differ markedly by class — check the key information document of the specific class before subscribing.

07Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

Management company / AIFM: Natixis Investment Managers International (authorised by the AMF, GP 90-009, RCS Paris 329 450 738, 43 avenue Pierre Mendes-France, 75013 Paris). Investment manager: VEGA Investment Solutions (Paris, founded 1990, AUM EUR 82.7bn as at 31 Mar 2026)

Source: Factsheet 31 Mar 2026; Prospectus section 1 'Introduction'

Depositary

Brown Brothers Harriman ('Custodian BROWN BROTHERS HARRIMAN')

Source: Factsheet 31 Mar 2026

Launch date

Umbrella 'Natixis International Funds - Alternative (Lux)' established on 17 Jan 2025 (RESA publication 27 Jan 2025). Share-class launch ('share class inception') according to the factsheet: 31 Mar 2026.

Source: Factsheet 31 Mar 2026 ('Share class inception'); Prospectus Natixis International Funds - Alternative (Lux), section 1 'Introduction'

Eligible investors

'Investor type: Retail'. The factsheet itself is expressly intended only for professional clients ('may not be used with non-professional clients'). Prospectus: units are reserved for eligible investors; retail investor within the meaning of Art. 2(3) of the ELTIF Regulation

Source: Factsheet 31 Mar 2026; Prospectus, section 6.4 / Definitions

Distribution authorisation

AT, DE, DK, ES, FI + 6 others

Fee layers / double charging

GENUINE FUND OF FUNDS WITH IN-HOUSE TARGET FUNDS – one of the clearest double-charging structures on the list. Provider description: 'Investit dans les meilleurs fonds d'actifs privés AU SEIN DU GROUPE BPCE et également à l'extérieur avec un processus de due diligence indépendant et d'analyse ESG respectant une approche AFFILIATE NEUTRAL.' The fund therefore invests deliberately in private-assets target funds of the BPCE/Natixis affiliates (private equity, private debt, real estate, infrastructure) AND in third-party funds; the 'affiliate neutral' commitment relates to selection, NOT to fees. Two layers: (1) fund level 2.82 % p.a. ongoing costs, no performance fee; (2) target-fund level: management fee and carried interest of the individual private-assets funds – not quantified separately in the KID. A fee rebate/waiver arrangement for in-house BPCE target funds is NOT documented. Note on manager attribution: Flexstone Partners is a separate Natixis affiliate and is NOT the manager of this fund; the portfolio manager is VEGA Investment Solutions

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

Similar funds

Same asset class, sorted by overlap of sub-strategy — no recommendation, no ranking.

Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.