Natixis International Funds (Lux) I - Loomis Sayles Global Growth Equity Fund Q/A (USD)

ISIN: LU1429559971

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Natixis Investment Managers

The investment objective of the Fund is long-term growth of capital. The Fund invests primarily in equity securities of companies around the world. The Fund invests at least two-thirds of its total assets in equity securities worldwide. The Fund’s equity investments may include common stocks, preferred stocks and, on an ancillary basis, closed-ended real estate investment trusts (“REITS”) and equity-related instruments such as warrants, equity-linked notes and convertible bonds whose value is derived from the value of any of those equity securities, and depositary receipts for any of those equity investments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -16,13 3 anni: 6,36 5 anni: 9,29 Inizio: 11,00 2022: -17,49 2021: 14,26 2020: 25,33 2019: 33,50 2018: -1,55
Rendimento annuo: Categoria 1 anno: -16,74 3 anni: 6,16 5 anni: 8,27 Inizio: - 2022: -19,26 2021: 22,14 2020: 17,10 2019: 31,60 2018: -5,80
Rendimento annuo: Percentile 1 anno: 41,00 3 anni: 36,00 5 anni: 27,00 Inizio:- 2022: 36,00 2021: 84,00 2020: 17,00 2019: 38,00 2018: 20,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,24 3 Sharpe Ratio: 0,27 5 Correlazione: 97,16 Beta: 0,92 Alfa: -1,22 Tracking error: 5,15 Info Ratio: -0,34
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2022-12-06
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2022-12-06