Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Natixis U.S. Growth Registered A

Ranked 44 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Dennis Ruhl

Dennis Ruhl is the Chief Investment Officer of the U.S. Behavioral Finance Equity Group at JP Morgan Asset Management. A member of the team since 2001, Ruhl also acts as a portfolio manager and leads the group's quantitative research effort. An employee since 1999, Ruhl previously worked on quantitative equity research (focusing on trading) as well as business development. Ruhl holds dual bachelor's degrees in mathematics and computer science and a master's degree in computer science, all from MIT. He is the former New York and National Chair of the Board of Minds Matter, a non-profit mentoring organization, and is also a board member of the MIT Club of New York and regional vice chair of the MIT Educational Council. Ruhl is a CFA charterholder.

Objective

Each Fund seeks to provide long term capital growth primarily through investment in a diversified portfolio of U.S. equity securities. Natixis U.S. Growth Registered Fund seeks to achieve the investment objective through the investment of substantially all its portfolio assets in non-publicly offered debt and Inter-Fund class shares of Natixis U.S. Growth Class. Any change in the investment objective of a Fund must be approved by a majority of the votes cast at a meeting of the Funds security holders.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 3.8% 6.0%
2016 4.1% -0.1% -1.4% 4.0% 1.6%
2015 -0.8% 0.0% 0.5% -7.1% 6.3%
2014 3.5% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date06/06/2014
  • Share Class size02Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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