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Loomis Sayles High Income Fund I/D (USD)

Ranked 22 out of 110 in - US Dollar High Yield over 12 months
All calculations are in USD unless stated

Managed by

Matthew Eagan

Dan Fuss

Dan Fuss has 57 years of experience in the investment industry and has been with Loomis,Sayles & Company since 1976. He is vice chairman of the firm's Board of Directors and manages the firm’s flagship Loomis Sayles Bond Fund, Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income, Dividend Income and Global Equity and Income funds. He has twice been president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.

Elaine M. Stokes

Objective

The investment objective of the Fund is to achieve high total investment return through a combination of current income and capital appreciation. The Fund invests at least 51% of its total assets in fixed income securities, which are listed or traded on a global basis. The fund has a flexible, go-anywhere multisector portfolio with a focus on higher-yielding debt securities.

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

Performance

US Dollar High Yield over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 3.9% 2.0% 1.3% 1.4%
2016 28.3% 3.9% 10.5% 7.3% 4.1%
2015 -12.3% 0.1% -0.6% -7.5% -4.7%
2014 3.5% 3.1% 4.7% -2.7% -1.5%
2013 13.3% 4.5% 1.1% 3.4% 3.8%
2012 16.5% 9.1% -1.2% 4.5% 3.5%
2011 1.2% 6.0% 1.7% -9.2% 3.4%
2010 12.2% 4.5% -2.5% 6.3% 3.6%
2009 58.9% 2.1% 25.1% 16.8% 6.6%
2008 -28.8% -1.5% 1.2% -12.1% -18.7%
2007 3.5% 2.4% 1.7% 1.0% -1.6%
2006 14.8% 5.5% -1.0% 4.6% 5.0%
2005 6.8% -1.6% 3.1% 3.6% 1.6%
2004 13.7% 2.5% -3.6% 6.6% 7.9%
2003 35.6% 8.3% 10.6% 3.8% 9.1%
2002 1.5% 0.2% -3.3% -4.2% 9.5%
2001 0.5% 2.6% -2.6% -4.7% 5.4%
2000 -0.1% 4.3% 0.7% 2.6% -7.2%
1999 13.5% 4.2% 4.1% -2.2% 6.9%
1998 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Netherlands
  6. Singapore
  7. Switzerland
  8. Taiwan
  9. United Kingdom

Fund Info

  • Launch date09/07/1998
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN IE0003063223

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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