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

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Performance History31/12/2021
Growth of 1,000 (GBP) Advanced Graph
Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund I/A(GBP)
Fund20.21.727.327.321.1
+/-Cat4.2-0.70.1-3.8-0.8
+/-B’mrk1.2-2.9-3.8-6.9-7.7
 
Key Stats
NAV
17/01/2022
 GBX 444.12
Day Change 1.02%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN GB00B97J2N98
Fund Size (Mil)
17/01/2022
 USD 1635.85
Share Class Size (Mil)
17/01/2022
 GBP 255.60
Max Initial Charge 1.00%
Ongoing Charge
18/02/2021
  0.80%
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 I/A(GBP)
The Loomis Sayles U.S. Equity Leaders 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
Trailing Returns (GBP)17/01/2022
YTD-4.27
3 Years Annualised22.26
5 Years Annualised17.48
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Aziz Hamzaogullari
04/04/2013
Inception Date
10/06/2013
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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 I/A(GBP)30/11/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.570.0098.57
Bond0.000.000.00
Property0.000.000.00
Cash1.430.001.43
Other0.000.000.00
Top 5 Regions%
United States90.48
Europe - ex Euro5.81
Asia - Emerging3.72
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology31.81
Communication Services16.36
Healthcare15.15
Consumer Cyclical14.23
Industrials9.34
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology7.93
Amazon.com IncConsumer CyclicalConsumer Cyclical6.72
Meta Platforms Inc Class ACommunication ServicesCommunication Services5.79
Microsoft CorpTechnologyTechnology5.39
Oracle CorpTechnologyTechnology4.70
Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund I/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)