Managed Accounts
A Managed Account is a more customized investment than a mutual fund. It is model-based and the investment manager will have the ability to customize per client request.
The AUMs noted are updated quarterly.
Large Cap Growth Managed Account
The Large Cap Growth Managed Account strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Global Growth Managed Account
The Global Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI ACWI Index Gross on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
International Growth Managed Account
The International Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI ACWI ex-US Index Gross on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Inception as of 1/01/2020
Learn MoreThere is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Disclosure
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the Growth Equity Strategies Team only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
Commodity, interest and derivative trading involves substantial risk of loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
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