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Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)
Fund19.91.527.027.117.7
+/-Cat4.0-0.9-0.2-4.1-0.5
+/-B’mrk1.0-3.2-4.1-7.1-2.6
 
Category: US Large-Cap Growth Equity
Category Benchmark: Russell 1000 Growth TR USD
Key Stats
NAV
23/09/2021		 GBX 437.51
Day Change 0.35%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN GB00B8L3WZ29
Fund Size (Mil)
23/09/2021		 USD 1614.90
Share Class Size (Mil)
23/09/2021		 GBP 461.95
Max Initial Charge 1.00%
Ongoing Charge
31/12/2020		  1.00%
Morningstar Research
Analyst Report

Natixis Loomis Sayles US Equity Leaders benefits from an experienced manager, a stable dedicated analyst team, and a methodical and research-intensive process. The N/A clean share class retains its Morningstar Analyst Rating of Silver. Other...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAverage
ProcessHigh
Performance
Price
Investment Objective: Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)
The investment objective of Loomis Sayles U.S. Equity Leaders Fund (the “Fund”) is to achieve long-term growth of capital. In order to meet its objective, the Fund will invest at least 80% of its assets in equity securities of U.S. companies. The Fund focuses on stocks of large capitalisation companies, but the Fund may invest in companies of any size.
Returns
Trailing Returns (GBP)23/09/2021
YTD13.55
3 Years Annualised18.39
5 Years Annualised17.73
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Aziz Hamzaogullari
04/04/2013
Inception Date
04/04/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 TR USDRussell 1000 Growth TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)31/07/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.060.0099.06
Bond0.000.000.00
Property0.000.000.00
Cash0.940.000.94
Other0.000.000.00
Top 5 Regions%
United States89.48
Europe - ex Euro5.99
Asia - Emerging4.53
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology28.18
Communication Services16.59
Healthcare15.84
Consumer Cyclical15.56
Industrials9.91
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical6.95
Facebook Inc Class ACommunication ServicesCommunication Services6.16
NVIDIA CorpTechnologyTechnology5.92
Visa Inc Class AFinancial ServicesFinancial Services5.42
Autodesk IncTechnologyTechnology4.66
Increase Decrease New since last portfolio
Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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