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Loomis Sayles Institutional High Income Fund SAU

Ranked 135 out of 245 in - Global 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 high total investment return through a combination of high current income and capital appreciation. The fund invests primarily in fixed income securities of corporate issuers worldwide. It invests at least 51% of its total assets in bonds and other related fixed income securities issued by worldwide corporate issuers. The fund may invest up to 49% of its total assets in cash, money market instruments or other securities than those described above.

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

Performance

Global High Yield over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 7.9% 4.1% 1.6% 0.6% 1.3%
2016 20.2% 2.3% 7.4% 6.1% 3.1%
2015 -10.4% 1.0% -0.7% -6.9% -4.1%
2014 3.9% 3.7% 3.9% -2.0% -1.7%
2013 12.2% 4.2% -0.1% 3.6% 4.0%
2012 15.7% 8.0% -0.3% 4.3% 3.1%
2011 1.6% 5.5% 1.4% -9.2% 4.6%
2010 -0.6% 9.1% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date29/01/2010
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN LU0477161524

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

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