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LOOMIS SAYLES

U.S. Growth Equity Fund

Aim for new heights with commitment and conviction

Important information

  • The Fund invests primarily in equity securities of U.S. companies, focusing on larger issuers, and may be more volatile due to inherent risks related to this asset class. 
  • The Fund is exposed to significant risks related to geographic concentration, portfolio concentration, currency and foreign exchange, and large capitalization companies. 
  • The Fund may hold equities having a growth bias which may tend to be more sensitive to certain market movements. 
  • The Fund’s net derivative exposure may be up to 50% of its net asset value. The use of derivatives may involve risks related to market, counterparty/credit, liquidity, valuation, volatility, over-the-counter transaction, and legal and operations.  
  • This investment involves risks and investors may suffer substantial or total loss of their investment fund. 
  • Investor should not invest in the Fund solely based on the information provided in this document and should read the prospectus for details, including the risk factors. 
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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 fund is actively managed with a long-term approach, investing in businesses as partners rather than simply trading stocks. The Loomis Sayles Growth Equity Strategies (GES) 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 3 and 5 years* based on performance, and has over US$ 6.44 billion** in assets under management. 

*Source: Morningstar, as of 31 December 2025 for Fund R/A USD (share class).  Past performance is not a guarantee of its future results.
**Source: Loomis Sayles, as of 31 December 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$ 425.5 billion (source: Loomis Sayles, as of 30 September 2025)

Natixis Investment Managers

With over 25+ offices worldwide, Natixis Investment Managers has US$1.5 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 30 September 2025.

Fund details

Learn more about the Loomis Sayles U.S. Growth Equity Fund and its investment approach

Interested in finding out more?

Discuss with your financial advisor or connect with us.
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This webpage has been issued by Natixis Investment Managers Hong Kong Limited. Information herein is based on sources Natixis Investment Managers Hong Kong Limited believe to be accurate and reliable as at the date it was made. Natixis Investment Managers Hong Kong Limited reserve the right to revise any information herein at any time without notice. The above Fund data is for information only and does not constitute any offer or solicitation to buy or sell securities and no investment advice or recommendation is given in this webpage. Investment involves risks. The Fund presented herein may use financial derivatives instruments for investment, hedging risk management, and/or efficient portfolio management purposes. This involves significant risk and is usually more sensitive to price movements. Investors should read the Fund Prospectus and the Product Key Fact Statement (KFS) for further details including risk factors before investing. Past performance information presented is not indicative of future performance. Positive dividend yield does not imply positive returns. Source: Natixis Investment Managers. If investment returns are not denominated in HKD/USD, USD-/HKD-based investors are exposed to exchange rate fluctuations. The fund presented in this webpage is authorized by the Securities and Futures Commission (“SFC”) for sale to the public in Hong Kong. SFC authorization is not an official recommendation or endorsement of a scheme nor does it guarantee the commercial merits or its performance. It does not mean the fund is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors. This webpage has not been reviewed by the SFC. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation.

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