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LOOMIS SAYLES

U.S. Growth Equity Fund*

Aim for new heights with commitment and conviction



*Share Class P/A(H-SGD) ISIN Code: LU2326559502 is included under the Central Provident Fund Investment Scheme.

Harnessing long-term US growth potential

The US stock market has driven much of global equity growth in recent years. Led by mega-cap technology stocks and fuelled by AI excitement the USA has extended its lead as the preeminent global equity market. While this has brought great wealth to many, it has also created valuation concerns and unintended concentration – and thus higher risk, especially for passive investors. In such an environment, skilled active managers like the Loomis Sayles Growth Equity Strategies Team can increase diversification and decrease risk, while still pursuing greater growth. We believe US markets still have great growth potential, but harnessing it while minimising risk will require both commitment and conviction.

Reasons to invest - LIFT

The Loomis Sayles Growth Equity Strategies (GES) Team approaches equity investing as if it is buying into a private business. The team’s long investment horizon is central to this philosophy; they hold a stock for 8-10 years on average.

With a focused, low-turnover portfolio of 30-40 stocks, the GES Team develops a deep understanding of each investment through their bottom-up, proprietary seven-step research process. They achieve comprehensive diversification through a deep understanding of the underlying business drivers of each company they invest.

The GES Team’s seven-step proprietary research framework is structured around three key criteria: quality, growth, and valuation. The Team seeks to invest in high-quality businesses with secular growth drivers and sustainable competitive advantages, trading at a significant discount to their estimate of intrinsic value. Risk management is an integral part of the investment process, not a separate overlay or optimisation process.

The Loomis Sayles US Growth Equity Fund has been ranked in the top quartile of Morningstar Peer Group over 1, 3 and 5 years* and has over US$ 5.2 billion** in assets under management.

*Source: Morningstar, as at 31 January 2025 for Fund R/A USD (share class).  Past performance is not a guarantee of its future results.
**Source: Loomis Sayles, as of January 2025

The portfolio management team

Aziz V. Hamzaogullari, CFA
Loomis, Sayles & Company

Experienced investment team, led by Aziz V. Hamzaogullari, CFA, who was inducted into FE fundinfo’s Hall of Fame in 2024 as well as winning the award for Best Alpha Manager - US Equities at FE fundinfo’s Alpha Manager of the Year Awards 2024.

 

Source: Alpha Manager of the Year Awards 2024 was issued by FE fundinfo. For award’s details and methodology, please refer to https://www.fefundinfo.com/landing-pages/inst/alpha-manager-of-the-year-awards-2024. The award is for reference only. Past performance of the manager is not necessarily indicative of its future performance.

The firm

Loomis Sayles, an affiliate of Natixis Investment Managers

Since 1926, headquartered in Boston, USA, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

  • Expertise: Actively managed equity, fixed income, alternative investments and private credit
  • AUM: US$ 389.30 billion (source: Loomis Sayles, as of 31 December 2024)

Natixis Investment Managers

With over 25+ offices worldwide, Natixis Investment Managers has US$1.4 trillion in assets under management1. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.

1Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 31 December 2024.

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For P share class

CPF ordinary account (“OA”) monies earn either the 3-month average of major local banks’ interest rates or the legislated minimum interest of 2.5% p.a., whichever is higher.

CPF Special and Medisave accounts (“SMA”) monies earn either the current floor interest rate of 4% p.a. or the 12-month average yield of 10-year Singapore Government Securities (“10YSGS”) plus 1%, whichever is the higher. As part of the Government’s efforts to boost CPF members' retirement savings, CPF members will continue to earn extra interest on their CPF savings. For members aged below 55, they will earn an extra 1% interest on the first $60,000 of their combined balances (capped at $20,000 for OA). For members aged 55 and above, the Government pays an extra 2% interest on the first $30,000 of their combined balances (capped at $20,000 for OA), and an extra 1% on the next $30,000.

Please refer to the CPF website for further information. You should note that the applicable interest rates for each of the CPF accounts may be varied by the CPF Board from time to time.

Subscriptions using CPF monies shall at all times be subject to amongst others the regulations and such directions or requirements imposed by the CPF Board from time to time.

This webpage is provided by Natixis Investment Managers Singapore Limited (Company Registration No. 199801044D). The Fund has been recognized under the Securities and Futures Act 2001 of Singapore, and Natixis Investment Managers Singapore Limited is appointed as its Singapore Representative and agent for service of process. Past performance of the Fund or managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of investments and the income accruing, if any, may rise or fall and investors may lose the full amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange fluctuations that may cause a loss of principal. Investments in the Fund involve risks, which are fully described in the Prospectus. The Fund may use derivatives for hedging and/or investment purposes. The net asset value of the Fund may be subject to volatility as a result of its investment policy and/or use of financial derivative instruments. Investors should consider the Fund’s investment objective, risks, charges, expenses and read the Prospectus and Product Highlights Sheet carefully and discuss with their financial adviser to determine if the investment is appropriate for them before investing. However, if an investor chooses not to seek advice from a financial adviser, he/she should consider whether the product is suitable for him/her. The Prospectus is available for collection from Natixis Investment Managers Singapore Limited at 5 Shenton Way, #22-05/06, UIC Building, Singapore 068808 or any appointed Singapore distributor.

This webpage is published for information and general circulation only and it does not constitute an offer to anyone or a solicitation by anyone to subscribe for shares of the Fund as it does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this webpage. Nothing in the webpage should be construed as advice or a recommendation to buy or sell shares. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation. This webpage has not been reviewed by the Monetary Authority of Singapore.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

DR-69364