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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
October 09, 2024
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.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, inclusion, and belonging
We continually work to create an environment that promotes diversity, inclusion, and belonging in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.
Natixis/Loomis Sayles

Core Plus Strategy (with Funds)

Why choose this strategy?

  • As a core fixed income allocation that is benchmark aware and focused on relative returns
  • To seek competitive return and yield advantage by tactically allocating to non-benchmark fixed income allocations
  • To serve as a potential complement to more “core” fixed income mandates

 

Investment strategy

  • The portfolio is constructed with benchmark-aware risk and return, but uses tactical investments in non-benchmark sectors as a key source of potential return, when determined appropriate by PM team
  • The investment process is driven by top-down macro analysis, combined with bottom-up security selection
  • The strategy invests primarily in high-quality corporate and US government securities
  • The strategy manages interest rate risk by generally maintaining duration +/- 2 years relative to the benchmark
  • The strategy can pursue higher returns than core fixed income by tactically investing in non-benchmark areas of the fixed income universe, including up to 20% in High Yield Credit.

Facts

Objective: Seeks high total investment return through a combination of current income and capital appreciation.

Loomis, Sayles & Company

Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.

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