Fact sheet: Natixis Actions US Growth

Fund information

Fund name
Natixis Actions US Growth N
Fund company manager
Natixis Global Asset Mgmt S.A.
Fund type
SIB
Fund objective
To outperform the S&P 500 TR benchmark index in US dollars, over the recommended minimum investment period.
Benchmark
-
Investment style
Active,Growth
Investment method
Shares

Quick stats

1 Year return

19.19 %

1 Year rank in sector

58/206

Sector

FO Equity - USA

Yield
-
Fund size

£ 622.4 m

FE Risk score

121

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.34 %12.75 %19.19 %44.86 %0 %
Sector2.56 %3.51 %15.6 %21.26 %67.79 %
Rank within sector98 / 2187 / 21258 / 20618 / 174 /
Quartile th2 nd1 st2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund22.27 %5.6 %8.08 %10.98 %0 %
Sector9.85 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector11 / 211144 / 19523 / 17884 / 164 /
Quartile th1 st3 rd1 st3 rd th

Risk statistics

Alpha6.94
Beta0.93
Sharpe0.83
Volatility11.65
Tracking error6.1
Information ratio1.03
R-Squared0.72

Price movement

52 week high17407.84
52 week low13981.49
Current bid price0
Current offer price0
Current mid price17344.98

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-