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

Ranked 7 out of 173 in - US over 3 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 Sweden View performance globally

Performance

US over : 28/02/2017 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.8%
2016 6.2% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date08/06/2016
  • Share Class size41Mn
  • Base currencyUSD
  • ISIN LU1429558221

Purchase Info

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

Charges

  • Annual management1.75%

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