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VISIT THE MAIN LOOMIS SAYLES SITE
VISIT THE MAIN LOOMIS SAYLES SITE

International Growth Fund

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Fund Facts as of 9/30/2021

  • Composite Inception 12/15/2020
  • Strategy Assets 23.8 million

The International Growth Fund seeks long-term growth of capital.

Strategy Highlights
  • Takes a long-term private equity-oriented approach by partnering with management who think and act like owners
  • Looks to identify high-quality companies with sustainable competitive advantages and profitable growth when they trade at significant discount to intrinsic value
  • Risk is defined as permanent loss of capital, not tracking error or short-term relative underperformance
Investment Strategy
  • The fund will invest primarily in equity securities, including common stocks and depositary receipts
  • Employs a growth style of equity management that emphasizes companies with sustainable competitive advantages, secular long-term cash flow growth returns on invested capital above their cost of capital and the ability to manage for profitable growth that can create long-term value for shareholders
  • Aims to invest in companies when they trade at a significant discount to the estimate of intrinsic value
  • Will consider selling a portfolio investment when the portfolio manager believes an unfavorable structural change occurs within a given business or the markets in which it operates, a critical underlying investment assumption is flawed, when a more attractive reward-to-risk opportunity becomes available, when the current price fully reflects intrinsic value, or for other investment reasons which the portfolio manager deems appropriate
About Risk
  • Equity Securities Risk: Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
  • Foreign and Emerging Market Securities Risk: Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
  • Growth Stocks Risk: Growth stocks may be more sensitive to market conditions than other equities as their prices strongly reflect future expectations.
  • Small and Mid-Cap Stocks Risk: Investments in small and mid size companies can be more volatile than those of larger companies.
  • Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund’s investments to decline.

1As of the most recent prospectus, the investment advisor has contractually agreed to waive fees and/or reimburse expenses (with certain exceptions) once the expense limitation of the fund has been exceeded. This arrangement is set to expire on 4/30/25. When an expense limitation has not been exceeded, the fund may have similar expense ratios.

The MSCI ACWI ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Indices are unmanaged. It is not possible to invest directly in an index.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus, if available, containing this and other information on this website. Read it carefully.

Natixis Distributors LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

Loomis Sayles Funds | 800.633.3330