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)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 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 Measurements30/09/2021
 
3-Yr Std Dev15.62 %
3-Yr Mean Return19.51 %
 
3-Yr Sharpe Ratio1.12
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  Russell 1000 Growth TR USD
3-Yr Beta0.860.86
3-Yr Alpha0.490.49
 
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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)