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 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
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2023-09-19