LSGE - Loomis Sayles Global Equity Fund ETF

[rcw1]

Good morning

Edit: ASX: LSGE
Global Equity Fund -
Seeks long-term excess returns vs. the benchmark on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

LOOMIS, SAYLES & COMPANY - Boston-based Loomis Sayles has been managing money for investors since 1926. The firm currently manages US $388 billion, as of 30 September 2024, on behalf of clients worldwide. With extensive resources across the US, Europe and Asia, Loomis Sayles is well positioned to manage global equities and deliver attractive risk-adjusted returns for clients.

Portfolio Manager -
Aziz V. Hamzaogullari, CFA Founder, Chief Investment Officer, Portfolio Manager, Growth Equity Strategies Team

3 yr weekly Chart:

 

[Dona Ferentes]

got a link? what is MER?

 

[rcw1]

got a link? what is MER?

Good morning @Dona Ferentes
plenty of announcements to read... if interested take your pick for a link rcw1 is interested, but further due diligence needed... Not sure whether there has previously been a post on LSGE.

Not sure what you are referring to re: MER

Kind regards
rcw1

 

[Dona Ferentes]

MER = management expense ratio.
any " performance " fees ?

 

[rcw1]

MER = management expense ratio.
any " performance " fees ?

Ah yes rcw1 did read somewhere in announcements about that one … have documented on laptop, happy to share … am out and about looking at horses, beautiful animals …
B awhile

Kind regards
rcw1

 

[divs4ever]

Good morning

Edit: ASX: LSGE
Global Equity Fund -
Seeks long-term excess returns vs. the benchmark on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

LOOMIS, SAYLES & COMPANY - Boston-based Loomis Sayles has been managing money for investors since 1926. The firm currently manages US $388 billion, as of 30 September 2024, on behalf of clients worldwide. With extensive resources across the US, Europe and Asia, Loomis Sayles is well positioned to manage global equities and deliver attractive risk-adjusted returns for clients.

Portfolio Manager -
Aziz V. Hamzaogullari, CFA Founder, Chief Investment Officer, Portfolio Manager, Growth Equity Strategies Team

View attachment 192004
View attachment 192005
View attachment 192006
3 yr weekly Chart:
View attachment 192007

some less usual names included and moderate holdings in some popular names , looks like a real active hedge fund ( willing to make some less obvious choices )

i would still rather invest in Asia , both population growth and economic growth look easier over there

 

[rcw1]

Ah yes rcw1 did read somewhere in announcements about that one … have documented on laptop, happy to share … am out and about looking at horses, beautiful animals …
B awhile

Kind regards
rcw1

MER = management expense ratio.
any " performance " fees ?

Good afternoon @Dona Ferentes
Management Fee - 0.75% pa inclusive of the net effect of GST; and
There are no performance fees.

Hope this helps.

Kind regards
rcw1