Natixis Actions US Growth R USD

Ranked 64 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Aziz Hamzaogullari

Aziz Hamzaogullari, CFA is Vice President of Loomis, Sayles & Company and Portfolio Manager of the Loomis Sayles Large Cap Growth and All Cap Growth strategies, including the Loomis Sayles Growth Fund, the Natixis Actions US Growth Fund, and the Loomis Sayles US Equity Leaders Fund (UK). Aziz joined Loomis Sayles in 2010 from Evergreen Investments, where he was the Senior Portfolio Manager of the Evergreen Omega and Large Company Growth Funds. He joined Evergreen in 2001, was promoted to Director of Research in 2003 and Portfolio Manager in 2006. Aziz was head of Evergreen's Berkeley Street Growth Equity Team, and was the founder of the research and investment process. Prior to Evergreen, Aziz was a Senior Equity Analyst and Portfolio Manager at Manning & Napier Advisors. He has 20 years' experience in the investment industry having graduated with a BS from Bilkent University in Turkey and an MBA from the George Washington University.

Objective

The fund aims to outperform the S&P 500 TR index over the minimum recommended investment period. The fund is mainly invested in large and mid-cap US equities. The management approach is to identify companies with a strong potential to increase revenues and profits and to select those capable of generating long-term free cash flow.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.4%
2018 2.4% -3.5% 8.9% 8.4% -10.1%
2017 18.0% 6.7% 3.3% 2.0% 5.0%
2016 25.2% 2.4% 10.1% 10.2% 0.8%
2015 13.7% 7.4% -6.1% 0.4% 12.3%
2014 17.1% -0.9% 1.4% 6.4% 9.5%
2013 30.2% 16.7% 1.6% 1.4% 8.3%
2012 11.2% 8.5% -2.9% 3.8% 1.7%
2011 0.9% -0.2% 1.8% -8.3% 8.2%
2010 14.9% 8.7% -10.6% 8.7% 8.8%
2009 25.9% -0.3% 0.2% 15.5% 9.2%
2008 -22.7% -11.3% -4.4% -5.1% -3.9%
2007 9.3% -0.5% 1.5% 6.0% 2.1%
2006 -11.2% 2.3% -12.1% -2.3% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 6.84%
Visa Inc ORD 6.75%
Facebook Inc ORD 5.73%
Oracle Corp ORD 5.25%
Autodesk Inc ORD 4.50%
Alibaba Group Holding Ltd DR 3.97%
Microsoft Corp ORD 3.68%
Regeneron Pharmaceuticals Inc ORD 3.52%
Cisco Systems Inc ORD 3.36%
Starbucks Corp ORD 3.30%
31/03/2019

Registered For Sale In

  1. France
  2. Germany
  3. Netherlands
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date20/12/2005
  • Share Class size05Mn
  • Base currencyUnits
  • ISIN FR0010236877

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).