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Loomis Sayles Global Diversified Corporate Bond A

Ranked 63 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

Each of the Funds pursues a steady flow of income and the potential for capital gains primarily through investment in fixed income securities issued by Canadian and foreign corporations. Loomis Sayles Global Diversified Corporate Bond Fund will invest directly in fixed income securities such as corporate debentures, mortgage-backed and asset backed securities with maturity dates more than one year and/or bonds issued or guaranteed by Canadian governments. Loomis Sayles Global Diversified Corporate Bond Class seeks to achieve the investment objective through the investment of substantially all its portfolio assets in units of Loomis Sayles Global Diversified Corporate Bond Fund. Any change to the investment objective of a Fund must be approved by a majority of the votes cast at a meeting of the Funds securityholders.

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

Performance

Global Corporates over : 31/08/2016 - 31/08/2017
  • Rank 63/170 Total Return
  • Rank 130/170 Standard Deviation
  • Rank 121/170 Max Drawdown
Fund Name Currency Loss
119 Sydinvest Virksomhedsobligationer HY 2019 USD

-5.7%

120 Russell Investments Global Credit U Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

121 Loomis Sayles Global Diversified Corporate Bond A USD

-5.8%

122 NEF - Obiettivo 2020 D USD

-5.8%

123 CFS Wholesale Global Credit USD

-5.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 4.3%
2016 3.1% 6.8% 1.3% 0.2% -5.0%
2015 -17.4% -6.7% -0.2% -7.9% -3.8%
2014 -5.7% -1.3% 3.9% -4.9% -3.3%
2013 -6.9% -0.9% -5.8% 2.6% -2.8%
2012 4.6% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date01/06/2012
  • Share Class size45Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management1.25%

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