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Loomis Sayles Strategic Monthly Income Series A

Ranked 38 out of 51 in - US Income 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 Fund seeks high current income with a secondary objective of capital growth through investment primarily in U.S. income producing securities. Any change in the investment objective of the Fund must be approved by a majority of the votes cast at a meeting of the Funds unitholders.

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

Performance

US Income over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 12.2% 2.3% 4.3% 5.0% 0.2%
2016 11.6% 11.5% 2.6% 0.9% -3.3%
2015 -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date17/09/2015
  • Base currencyCAD

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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