Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)Register to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.5 | 27.0 | 27.1 | 20.8 | -22.1 |
![]() | +/-Cat | -0.9 | -0.2 | -4.1 | -1.1 | -6.4 |
![]() | +/-B’mrk | -3.2 | -4.1 | -7.1 | -7.9 | -2.3 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Russell 1000 Growth TR USD |
Key Stats | ||
NAV 01/07/2022 | GBX 363.53 | |
Day Change | 0.20% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00B8L3WZ29 | |
Fund Size (Mil) 01/07/2022 | USD 1134.92 | |
Share Class Size (Mil) 01/07/2022 | GBP 354.20 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 18/02/2021 | 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 | |
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People | Above Average |
Parent | Average |
Process | High |
Performance | |
Price |
Investment Objective: Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP) |
The Fund seeks to grow your investment over the long term (at least 5 years). At least 80% of the Fund’s assets will be invested directly in U.S. equity securities (shares of companies which are located in the United States). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Aziz Hamzaogullari 04/04/2013 | ||
Inception Date 04/04/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | Russell 1000 Growth TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP) | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.47 |
![]() | ![]() | 5.63 |
![]() | ![]() | 5.52 |
![]() | ![]() | 5.45 |
![]() | ![]() | 4.75 |
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Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP) |