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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.
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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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