TM Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund I/A(GBP)

Category US Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

733.10p

arrow-down-6.95p (-0.94%)

Fund Code

NTUEI

B97J2N9

GB00B97J2N98

Prices updated as at 13 Jan 2025

Prices in GBX

Investment objective

The Fund seeks to grow investor's investment over the long term (at least 5 years). At least 80% of the Fund’s assets will be invested directly in U.S. equity securities (shares of companies which are located in the United States). Up to 20% of the Fund’s assets can be invested in instruments related to non-U.S. equity securities, such as depositary receipts (negotiable securities traded on a U.S. stock exchange but represent a holding in a non-U.S. equity security).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Natixis Investment Managers S.A.

Fund launch date

04 Apr 2013

Domicile

United Kingdom

UCITS

Yes

Fund manager

Aziz Hamzaogullari

Manager start date

04 Apr 2013

Fund manager biography

Aziz Hamzaogullari is the founder and chief investment officer of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth strategies, including the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the U.S.1 Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director.

Head office

Natixis Investment Managers S.A.

2 rue Jean Monnet

Luxembourg

L-2180

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TM Natixis Loomis Sayles U.S. Equity Leaders