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Loomis Sayles Strategic Income Fund I/AG USD

Ranked 66 out of 148 in - Global Flexible 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.

Brian Kennedy

Brian Kennedy is a vice president of Loomis Sayles and co-portfolio manager of the firm’s multisector institutional strategies and mutual funds. he started his investment industry career in 1990 as a senior fund accountant at the Boston Company. He joined Loomis Sayles in 1994 as a securitised and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated Loomis Sayles' trading of bank loans, while also trading high yield, convertibles, derivatives and equities.

Elaine M. Stokes

Objective

The investment objective of the fund is to achieve high income with a secondary objective of long-term growth of capital. In order to meet its objective, the Fund will invest at least 80% of its assets in income-producing securities (including below investment-grade securities, or "junk bonds") with a focus on corporate, convertible and government bonds on a global basis, including emerging markets.

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

Performance

Global Flexible over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 3.7% 3.1% 1.4% 1.0%
2016 19.4% 3.4% 5.2% 7.7% 2.0%
2015 -6.2% -0.2% 0.0% -4.2% -1.8%
2014 5.7% 4.4% 4.8% -2.0% -1.3%
2013 2.4% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN GB00B9460957

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

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