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Loomis Sayles Duration Hedged Glbl Corp Bd Fd IAU

Ranked 51 out of 170 in - Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Kenneth M. Buntrock

Kenneth Buntrock has over 37 years of investment management experience. He is a vice president of Loomis, Sayles & Company and portfolio manager for the global fixed income group and co manages the Global Opportunitistic Bond Fund. Before he joined Loomis Sayles in 1997, Ken was a foreign exchange and deposit trader in the US and the UK at Mellon Bank. He was also treasury manager in Toronto and later Hong Kong. He has a BA from Pennsylvania State University and an MBA from the University of Pittsburgh.

David Rolley

David Rolley was born in 1952 in California, USA. David gained a BA from the Occidental College in Los Angeles and also studied economics at the University of Pennsylvania. He is a CFA Charter-holder. David joined Loomis Sayles in 1994 as an emerging markets debt strategist and is currently a vice president, portfolio manager and team leader. Prior to joining the company he worked at DRI/McGraw Hill as a director of international capital market research. In 1987 he was a senior US economist at Drexel, Burnham. David also served as an international economist and a chief financial economist at Chase Econometrics in 1980. David has over 30 years of investment experience and his interest outside of fund management is music.

Lynda Schweitzer

Lynda Schweitzer graduated from the University of Rochester with a BA and from Boston University with an MBA. She began her financial career in 1986 and joined Loomis Sayles in 2001 where she is a vice president and co-portfolio manager of the Loomis Sayles International Bond Fund. Lynda is a Chartered Financial Analyst.

Scott M. Service

Scott M. Service was born in Boston in 1970, and holds an MBA in Finance from Bentley University. He is also a holder of the CFA designation. Scott started his career in financial accounting in 1992 at State Street Bank and in 1994 he joined PNC Bank. Scott joined Loomis, Sayles & Company in 1995 where he manages global bond funds. He manages his funds with a value investment style and incorporates a top down view. Away from fund management, he cites interests as golf, skiing and music.

Objective

The investment objective of Loomis Sayles Duration Hedged Global Corporate Bond Fund is high total investment return through a combination of income and capital appreciation. The Fund invests worldwide and primarily in fixed income securities of corporate issuers rated investment grade.

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

Performance

Global Corporates over : 31/08/2016 - 31/08/2017
  • Rank 51/170 Total Return
  • Rank 30/170 Standard Deviation
  • Rank 14/170 Max Drawdown
Fund Name Currency Risk
28 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.6

29 Deutsche Invest I Multi Credit USD FC USD

2.6

30 Loomis Sayles Duration Hedged Glbl Corp Bd Fd IAU USD

2.7

30 ZIF Obligationen Unternehmungen A1 hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7

32 LO Funds - Global BBB-BB Fndm Syst Hdg (USD) NA USD

2.8

Fund Name Currency Loss
12 Pioneer Funds Dynamic Credit A ND USD USD

-1.0%

13 EIS-SIF Twelve Insurance Bond Fund B

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

14 Loomis Sayles Duration Hedged Glbl Corp Bd Fd IAU USD

-1.3%

15 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.4%

16 IP All Seasons Bond A USD USD

-1.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 3.2%
2016 4.4% 0.9% 0.9% 2.7% -0.2%
2015 -6.1% -3.1% 0.5% -3.4% -0.2%
2014 0.7% -2.9% -2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Norway
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date04/02/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1008041409

Purchase Info

  • Min. initial investment100,000
  • 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 USD).