Although the S&P 500 index suffered its worst annual performance since 2008 last year, large technology positions and a focus on the growth drivers of tomorrow helped boost returns for the Natixis Loomis Sayles US Equity Leaders fund in 2015.
While Boston-based investment manager Loomis Sayles runs over 30 funds across a variety of sectors, only two OEICs are currently available in the UK via Natixis Global AM. The US Equity Leaders fund was launched in the UK in April 2013, as a version of an existing US strategy in existence since 2006. It returned 11.7% over the past year according to FE Trustnet, beating both its S&P 500 benchmark and the IA North America sector. Meanwhile, the S&P 500 returned just 0.7% over 2015, while the sector was up 3.2%. Since launch the fund is up 44.8%, versus 28% for the IA North America se...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes