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Loomis Sayles U.S. Research Fund I/A (USD)

Ranked 359 out of 867 in - US over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the fund is long term growth of capital. The fund invests primarily in U.S. companies and focuses on larger issuers. The fund invests at least two-thirds of its total assets in equity securities of U.S. companies, defined as companies having their registered office or principal operations in the U.S. The Fund may invest up to one-third of its total assets in equity securities of non-U.S. companies. The Fund may invest up to 10% of its net assets in undertakings for collective investment.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 3.0%
2016 6.9% -1.5% 1.9% 2.8% 3.7%
2015 2.7% 2.4% -0.2% -7.2% 8.3%
2014 8.7% 1.8% 4.0% -0.2% 2.8%
2013 31.2% 10.1% 1.8% 6.2% 10.2%
2012 16.3% 15.3% -4.6% 5.3% 0.5%
2011 1.5% 6.3% 0.7% -14.5% 11.0%
2010 15.4% 5.5% -12.4% 12.4% 11.1%
2009 20.8% -11.1% 12.5% 15.1% 4.9%
2008 -36.3% -11.1% -1.5% -10.0% -19.2%
2007 12.5% 0.9% 6.0% 4.9% 0.3%
2006 9.4% 4.1% -4.4% 4.7% 5.1%
2005 10.3% 0.3% 2.9% 3.8% 3.0%
2004 11.6% 2.5% 1.0% -2.3% 10.4%
2003 26.1% -2.8% 14.5% 1.7% 11.5%
2002 -23.2% 0.5% -11.7% -18.8% 6.5%
2001 -16.1% 15.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date21/06/2001
  • Share Class size73Mn
  • Base currencyUSD
  • ISIN LU0130099459

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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