MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund seeks to increase the value of your investment over the long term. In order to meet its objective, the Fund invests at least 80% of the Fund’s assets in shares of U.S. companies, focusing on stocks of large capitalisation companies, but the Fund may invest in companies of any size. The Fund’s equity investments include common stocks, preferred stocks and equity-related instruments.The Fund may invest up to 20% of its assets in equity-linked notes and tradable debt (bond) that may be converted into stocks (convertible bonds) issued by U.S. companies as well as common stocks, stocks which are entitled to a fixed dividend (preferred stock), equity-linked notes, convertible bonds and other equity-related instruments issued by non-U.S. companies traded on non-U.S. exchanges or as instruments traded on a local stock exchange representing equity issued by a foreign-listed company (depositary receipts). The Fund may invest no more than 10% of its assets in undertakings for collective investment.The Fund normally invests across a wide range of sectors and industries.Loomis, Sayles &Company, L.P., the Investment Manager, employs a growth style of equity management (investing in companies that exhibit signs of above average growth). The Investment Manager aims to invest in companies when they trade at a significant discount to the estimate of actual value.On an ancillary basis, the Fund may use derivatives (financial contracts that derive their values from those of other investment instruments) to offset potential losses that may be incurred by other investments made (hedging) and for investment purposes.

Fund Managers

Aziz Hamzaogullari

Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth and Global Growth strategies, including the Loomis Sayles Growth and Global Growth mutual funds and products outside the US. Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 27 years of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston.