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
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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 14,36 | 3 anni: 7,37 | 5 anni: 11,06 | Inizio: 12,28 | 2023: 22,82 | 2022: -20,73 | 2021: 14,26 | 2020: 25,33 | 2019: 33,50 |
Rendimento annuo: Categoria | 1 anno: 6,08 | 3 anni: 5,53 | 5 anni: 7,92 | Inizio: - | 2023: 11,99 | 2022: -22,48 | 2021: 22,14 | 2020: 17,10 | 2019: 31,60 |
Rendimento annuo: Percentile | 1 anno: 6,00 | 3 anni: 35,00 | 5 anni: 12,00 | Inizio:- | 2023: 6,00 | 2022: 47,00 | 2021: 84,00 | 2020: 17,00 | 2019: 38,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 19,75 | 3 Sharpe Ratio: 0,17 | 5 Correlazione: 95,45 | Beta: 0,97 | Alfa: -1,04 | Tracking error: 5,88 | Info Ratio: -0,22 |