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Loomis Sayles US Equity Leaders - New Rating
The Loomis Sayles US Equity Leaders fund targets capital growth from a focused portfolio of large US-listed companies. The Boston-based team have been together for over nine years and undertake their own extensive stock research with a rigourous in-house peer review process. Companies that pass their strict quality and growth requirements are added to their "bench" of stocks to watch until the price is right. They like companies that have clear advantages over rivals, sustained over many years. This leads to a concentrated portfolio of high quality and high growth stocks which looks significantly different from the broader US equity index.
We like their detailed due diligence on each proposed investments using in-house analysts, which results in a high conviction, focused 30-40 stock portfolio. Few changes are made to the portfolio - only 1 or 2 new names each year. Top holdings Amazon, Facebook and Visa credit card need no introduction. Another is Monster Beverage which is a fast growing, leading energy drink brand which has recently tied-up with Coca Cola for its distribution.
The fund has been awarded a four-star rating and will feature on our top-rated funds list - our research team’s premier selection.
The value of investments, and the income derived from them, can go down as well as up and you may get back less than you originally invested.
Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it.
This article is not a personal recommendation or advice to invest.