The GES Team believes that pursuing greater upside potential and managing absolute risk are inextricable goals. The Loomis Sayles Global Growth Equity strategy has outperformed its benchmark 100% of the time for monthly rolling five-year periods since inception in 2016. The strategy has strongly out-performed when global equity markets climbed, and then defended its gains when markets dropped, maintaining overall outperformance*.

Please be aware that the past performance of the Global Growth Equity Strategy is NOT the past performance of the Fund, but it may be a good reference point given that the same strategy is applied to the Fund. 

* Source: Loomis Sayles and Morningstar Direct, 1 January 2016 to 30 June 2025.  Past performance is not a reliable indicator of future performance.

The Loomis Sayles Global Equity Fund is high conviction, holding from 30-40 stocks. The GES Team develops a deep understanding of each investment through their bottom-up, proprietary seven-step research process and achieves comprehensive diversification through a deep understanding of the underlying business drivers of each company they invest in. 

The Loomis Sayles Global Equity Fund has been ranked in the top quartile of its Morningstar Peer Group over 1, 3 and 5 years*.

* Morningstar, as at 30 June 2025.  Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.