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

Qualification

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. The Fund may invest up to one-third of its total assets in cash, cash equivalents or other types of securities than those described above.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 14,21 3 anni: 19,76 5 anni: 17,02 Inizio: 16,72 2021: 12,12 2020: 25,33 2019: 33,50 2018: -1,55 2017: 15,28
Rendimento annuo: Categoria 1 anno: 22,55 3 anni: 19,36 5 anni: 15,25 Inizio: - 2021: 19,03 2020: 17,10 2019: 31,60 2018: -5,80 2017: 12,53
Rendimento annuo: Percentile 1 anno: 90,00 3 anni: 44,00 5 anni: 29,00 Inizio:- 2021: 86,00 2020: 17,00 2019: 38,00 2018: 20,00 2017: 27,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,71 3 Sharpe Ratio: 1,07 5 Correlazione: 96,66 Beta: 0,95 Alfa: -2,14 Tracking error: 4,52 Info Ratio: -0,85
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-12-02
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-12-02