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Stock impact report

UPDATE 1-Morningstar reviews H2O Allegro fund on risk concerns [Reuters]

NATIXIS UNSP/ADR (NTXFY) 
Company Research Source: Reuters
UPDATE 1-Morningstar reviews H2O Allegro fund on risk concerns * Rating firm points to ‘extreme’ recent losses * Says spike in fund volatility ‘alarming’ * H2O says it has ‘robust’ risk framework in place (Adds H2O response, background, Natixis share price, bullet points) By Simon Jessop LONDON, March 17 (Reuters) - Fund rating company Morningstar said it had placed H2O Asset Management’s H2O Allegro fund under review for the second time in less than a year after recent “extreme” losses raised fresh concerns over risk management. The move follows similar action against the fund in June 2019 amid concern about its less liquid bond holdings, which triggered large outflows of client cash and a share price slide for its majority owner, banking group Natixis . The fund posted losses of 17.9% on March 9 and 25.4% on March 12 as coronavirus fears and a sliding oil price hit markets, pushing the fund’s volatility up to 40% on an annualised basis, Morningstar said in a note on Tuesday. “In the Show less Read more
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