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Fund

Loomis Sayles U.S. Eq Leaders N/A GBP (GB00B8L3WZ29.L)

155.00 Up 1.00(0.65%) May 3
Prev Close:154.00
YTD Return*:2.12%
Net Assets*:N/A
Yield*:0.28%

* As of 31-Mar-16

Quotes delayed, except where indicated otherwise. Currency in GBp.

Headlines

  • No Headlines available for GB00B8L3WZ29.L at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB6.16N/A
ORCL5.58N/A
CSCO5.51N/A
V5.45N/A
AMZN5.30N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:NaN
Category:US Large-Cap Growth Equity
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:2.12%
5y Avg Return:N/A
Rank in Category (ytd):19
% Rank in Category (ytd):3.41%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment objective of Loomis Sayles U.S. Equity Leaders Fund (the “Fund”) is to achieve long-term growth of capital. The Fund will invest at least 80% of its assets in equity securities of U.S. companies. The Fund focuses on stocks of large capitalisation companies, but the Fund may invest in companies of any size. The Fund’s equity investments include common stocks, preferred stocks and equity-related instruments. The Fund may invest up to 20% of its assets in equity-linked notes1 and convertible bonds issued by U.S. companies as well as common stocks, preferred stocks, equity-linked notes, convertible bonds and other equity-related instruments issued by non-U.S. companies traded on non-U.S. exchanges or as depositary receipts. The Fund may invest no more than 10% of its assets in undertakings for collective investment. View More
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