Loomis Sayles Global Bond Fund | Natixis Investment Managers

Fund Highlights

The portfolio management team’s investment philosophy combines top-down macroeconomic insights with intensive bottom-up credit research across major sectors of the bond market
The team’s sovereign research universe is comprised of more than 100 countries, and portfolios are typically invested in 25 to 35 countries
The fund invests across a broad global universe of securities including government, quasi-government and agency securities, corporate credits, and asset-backed securities including mortgages
The team seeks to identify and create diversified portfolios with undervalued and preferably discount securities across relevant risk factors, including country, currency, curve, sector and specific credit
The team seeks to manage risk through diversification and continuous monitoring of absolute risk and tracking error from the benchmark
Below investment grade is typically limited to 20%
Emerging market debt allocation: Max 40%, but generally less than 25%
Typical tracking error: 1% to 4%, depending on the market environment
Typical portfolio: greater than 200 issues

Fund characteristics

Fees and expenses

David W. Rolley, CFA^®

Loomis, Sayles & Company

Full bio

Lynda Schweitzer, CFA^®

Loomis, Sayles & Company

Full bio

Scott M. Service, CFA^®

Loomis, Sayles & Company

Full bio

Loomis Sayles Global Bond Fund Target Market Determination

182.01 KB

How to Invest

The Loomis Sayles Global Bond Fund is only open to wholesale investors at this stage. Please contact your distribution representative for copies of the disclosure documents or to find out more.

This publication (the material) has been issued Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289 AFSL 246830 for the Loomis Sayles Global Bond Fund ARSN 674 487 686 (the Fund) and may include information provided by third parties. Equity Trustees Limited ("Equity Trustees") (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Although Natixis Investment Managers Australia Pty Limited believe that the material is correct, no warranty of accuracy, reliability or completeness is given, including for information provided by third parties, except for liability under statute which cannot be excluded. The Sub-Investment Manager for the Fund is Loomis, Sayles and Company, L.P. (Loomis Sayles), which is a wholly owned subsidiary of Natixis Investment Managers. Loomis Sayles is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws. The material is for general information only and does not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from us. Past investment performance is not a reliable indicator of future investment performance and that no guarantee of performance, the return of capital or a particular rate of return is provided. This material is strictly confidential and intended solely for the use of the person to whom it has been provided. It may not be reproduced, distributed or published, in whole or in part, without the prior written consent of Natixis Investment Managers Australia Pty Limited.

article

Macro views

Investment Outlook: Loomis Sayles

Investor sentiment should stay strong as central banks ease, inflation lowers, and AI transforms, explains Loomis Sayles.

article

Fixed income

Where does fixed income go from here?

Three veteran fixed income managers answer questions on investors’ minds, especially after the Fed’s interest rate cut.

article

Equities

Is it time to sell the Magnificent 7?

The mega-cap tech stocks have risen incredibly, and also invested massive amounts in AI. Will this investment pay off?

Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289 AFSL No. 246830

This publication (the material) has been issued Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289 AFSL 246830 for the Senior Floating Rate Loan Fund ARSN 625 239 143 (the Fund) and may include information provided by third parties. Equity Trustees Limited ("Equity Trustees") (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Although Natixis Investment Managers Australia Pty Limited believe that the material is correct, no warranty of accuracy, reliability or completeness is given, including for information provided by third parties, except for liability under statute which cannot be excluded.

The Sub-Investment Manager for the Fund is Loomis, Sayles and Company, L.P. (Loomis Sayles), which is a wholly owned subsidiary of Natixis Investment Managers. Loomis Sayles is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws.

The material is for general information only and does not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. You should consider, with your professional adviser, whether the information is suitable for your circumstances. The Fund is offered to investors in Australia who are wholesale clients. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information Memorandum for the Fund, available free of charge from us. Past investment performance is not a reliable indicator of future investment performance and that no guarantee of performance, the return of capital or a particular rate of return is provided.

This material is strictly confidential and intended solely for the use of the person to whom it has been provided. It may not be reproduced, distributed or published, in whole or in part, without the prior written consent of Natixis Investment Managers Australia Pty Limited.

Loomis Sayles Global Bond Fund (AUD)

Fund Highlights

Fund characteristics

Fees and expenses

Portfolio managers

How to Invest

Related insights