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Loomis Sayles Emerging Debt & Curr Fd I/A (USD)

Ranked 86 out of 174 in - Emerging Markets Global Local Currency over 12 months
All calculations are in USD unless stated

Managed by

Peter Frick

Peter Marber

Peter Marber graduated from both John Hopkins and Columbia Universities. He has been a professional investor since 1987 in the emerging markets sector and began his financial career at UBS. He later co-founded and became president of the emerging markets subsidiaries at Dresdner Kleinwort Wasserstein. Peter later founded The Atlantic Funds LLC, where he was chief strategist when the company was acquired by HSBC in 2005. He then became global head of global emerging markets fixed income and currencies at HSBC Investments before moving to Loomis Sayles in 2013 as head of emerging markets. Peter has taught at Columbia University's business school since 1993.

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.

Edgardo Sternberg

Objective

The investment objective of the fund is high total investment return through a combination of high current income and capital appreciation. The fund invests primarily in fixed income securities and money market instruments denominated in currencies of emerging market countries and in derivatives of fixed income securities and currencies of emerging markets.

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

Performance

Emerging Markets Global Local Currency over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.8%
2016 9.2% 9.8% 3.4% 2.1% -5.9%
2015 -15.5% -4.4% -1.3% -10.1% -0.4%
2014 -6.1% 1.0% 4.0% -5.6% -5.3%
2013 -9.5% -0.6% -6.7% -1.2% -1.2%
2012 14.3% 8.0% -2.5% 4.4% 4.0%
2011 -2.8% 2.3% 4.4% -10.1% 1.3%
2010 16.6% 6.6% -2.3% 11.2% 0.7%
2009 25.9% -4.7% 14.8% 11.2% 3.4%
2008 -16.2% 3.0% 0.6% -5.6% -14.3%
2007 11.4% 2.5% 4.2% 2.2% 2.0%
2006 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. Taiwan
  14. United Kingdom

Fund Info

  • Launch date27/09/2006
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0255249772

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Loomis Sayles emerging markets head exits

Peter Marber, head of emerging markets investing at Loomis Sayles, has left the firm to pursue other opportunities.

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