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

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageAverage3 star
10-Year--Not Rated
OverallBelow AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund N/A(GBP)
  • Russell 1000 Growth TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev17.03 %
3-Yr Mean Return10.05 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  MSCI USA Growth NR USD
3-Yr Beta0.860.83
3-Yr Alpha-5.05-4.76
 
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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)