TM Natixis Investment Funds U.K. ICVC - Loomis Sayles U.S. Equity Leaders Fund H-N/A (GBP)
Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
285.37p
0.24p (+0.08%)
Fund Code
NTUHA
B9GD2S7
GB00B9GD2S77
Prices updated as at 07 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Other Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | - | - |
31 Dec 16 - 31 Dec 17 | - | - |
31 Dec 17 - 31 Dec 18 | -5.95 | - |
31 Dec 18 - 31 Dec 19 | 29.24 | - |
31 Dec 19 - 31 Dec 20 | 28.09 | - |
31 Dec 20 - 31 Dec 21 | 18.97 | - |
31 Dec 21 - 31 Dec 22 | -30.99 | - |
31 Dec 22 - 31 Dec 23 | 50.83 | - |
31 Dec 23 - 31 Dec 24 | 34.33 | - |
Trailing returns (%)
Year | This fund | Other Equity |
---|---|---|
1 Day | 0.08 | - |
1 Month | 0.36 | - |
3 Months | 12.23 | - |
6 Months | 14.22 | - |
1 Year | 40.37 | - |
3 Years annualised | 13.26 | - |
5 Years annualised | 16.35 | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.