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Loomis Sayles U.S. Growth Equity Fund R/A (USD)

Ranked 8 out of 139 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Aziz Hamzaogullari

Aziz Hamzaogullari, CFA is Vice President of Loomis, Sayles & Company and Portfolio Manager of the Loomis Sayles Large Cap Growth and All Cap Growth strategies, including the Loomis Sayles Growth Fund, the Natixis Actions US Growth Fund, and the Loomis Sayles US Equity Leaders Fund (UK). Aziz joined Loomis Sayles in 2010 from Evergreen Investments, where he was the Senior Portfolio Manager of the Evergreen Omega and Large Company Growth Funds. He joined Evergreen in 2001, was promoted to Director of Research in 2003 and Portfolio Manager in 2006. Aziz was head of Evergreen's Berkeley Street Growth Equity Team, and was the founder of the research and investment process. Prior to Evergreen, Aziz was a Senior Equity Analyst and Portfolio Manager at Manning & Napier Advisors. He has 20 years' experience in the investment industry having graduated with a BS from Bilkent University in Turkey and an MBA from the George Washington University.

Objective

The investment objective of the fund is long-term growth of capital. The Fund invests primarily in U.S. companies and focuses on larger issuers. The Investment Manager employs a growth style of equity management that emphasises companies with sustainable competitive advantages, long-term structural growth drivers, attractive cash flow returns on invested capital, and management teams focused on creating long-term shareholder value. The Investment Manager aims to invest in companies whose shares are selling significantly below the Investment Managers estimate of intrinsic value.

Showing fund performance in Belgium View performance globally

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 8/139 Total Return
  • Rank 15/139 Standard Deviation
  • Rank 5/139 Max Drawdown
Fund Name Currency Return
6 T Rowe US Blue Chip Equity A USD EUR

21.8%

7 Legg Mason ClearBridge US Eq Sust Lds A EUR Acc EUR

20.8%

8 Loomis Sayles U.S. Growth Equity Fund R/A (USD) EUR

19.3%

9 Edgewood L Select US Select Growth A USD EUR

19.3%

10 Allianz US Equity Fund - W (H-EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

18.3%

Fund Name Currency Loss
3 Allianz US Equity Fund - W (H-EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

4 Allianz Best Styles US Equity AT H2 EUR EUR

-0.6%

5 Loomis Sayles U.S. Growth Equity Fund R/A (USD) EUR

-0.9%

6 T Rowe US Large Cap Growth Equity I USD EUR

-1.0%

7 BGF US Growth A2 USD EUR

-1.2%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 15.0% 6.8% 1.3% 2.0% 4.1%
2016 6.2% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland

Fund Info

  • Launch date08/06/2016
  • Share Class size90Mn
  • Base currencyUSD
  • ISIN LU1429558221

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).