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Loomis Sayles Credit Opportunities

Ranked 208 out of 241 in - Global High Yield over 12 months
All calculations are in AUD unless stated

Managed by

John Bell

A member of the CFA Institute, John Bell graduated from the University of California and the University of Massachusetts where he studied Finance. He is currently based in Boston where he is a portfolio manager at Loomis, Sayles and Company LP. He has been with the firm since 2001 and manages the Loomis Sayles Floating Rate and Fixed Income funds dealing in bank loans and fixed income with a flexible investment style. Outside of fund management, John enjoys cycling.

Mike Klawitter

Kevin Perry

Kevin Perry enjoys skiing and shooting. Presently, he is based in Boston and manages the Loomis Sayles Senior Floating Rate and Fixed Income Fund, Nitixis Loomis Sayles Senior Loan Fund, Apostle Loomis Sayles Senior Loan Fund, Apostle Loomis Sayles Credit Opportunities Fund and the Loomis Sayles Senior Loan Fund LLC, using a fundamental investment style. Kevin graduated with a degree in finance from the Lowell Technological Institute and Boston University.

Todd Vandam

Objective

To seek to outperform 3 month US Dollar LIBOR by 400 basis points per annum (net of fees) over a market cycle, This fund seeks to achieve its investment objective by following an opportunistic asset allocation strategy and shifting its allocation between Senior Loans and fixed income securities including Global High Yield Securities. Over a market cycle, the Fund shifts its allocation between Global High Yield Securities and Senior Loans to seek to achieve its objective.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global High Yield over : 31/10/2016 - 31/10/2017
  • Rank 208/241 Total Return
  • Rank 5/241 Standard Deviation
  • Rank 8/241 Max Drawdown
Fund Name Currency Return
206 Allianz PIMCO High Yield Income Fund - - USD USD

5.4%

207 SEB Global High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4%

208 Loomis Sayles Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

5.3%

209 PineBridge Altern Global Secured Credit I USD USD

5.3%

210 LFP S&P Capital IQ Fd-LFP R2P Glb H Y - R EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

5.2%

Fund Name Currency Risk
3 IA Clarington US Dollar Floating Rate Inc Fd Sr A USD

1.0

4 Principal GI Post Global Ltd Term HY I Acc USD USD

1.1

5 Loomis Sayles Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

1.1

6 Parvest Bond World High Yield Short Duration Cl C USD

1.2

7 Covea Haut Rendement I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

Fund Name Currency Loss
6 PineBridge Altern Global Secured Credit I USD USD

-0.1%

6 Parvest Bond World High Yield Short Duration Cl C USD

-0.1%

8 Loomis Sayles Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.1%

9 M&G Feeder of Gl Floating Rate Hg Yld GBP I-H Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

10 UBAM Global High Yield Solution AC USD USD

-0.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 1.1% 1.1%
2016 9.4% 2.0% 2.5% 2.9% 1.7%
2015 2.8% 2.8% 1.2% -0.5% -0.7%
2014 4.2% 1.9% 1.8% -0.1% 0.5%
2013 6.7% 2.6% -0.1% 1.6% 2.4%
2012 14.2% 5.5% 1.3% 4.0% 2.7%
2011 6.4% 4.5% 1.7% -4.0% 4.4%
2010 15.4% 4.4% -0.3% 6.6% 4.0%
2009 40.5% 9.6% 14.6% 7.6% 4.0%
2008 -28.1% -8.4% 6.7% -4.6% -22.9%
2007 -1.6% 2.0% 1.2% -3.7% -1.1%
2006 8.0% 2.2% 0.3% 2.9% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date22/12/2005
  • Share Class size1,386Mn
  • Base currencyAUD
  • ISIN AU60IAM00047
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in AUD).