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Loomis Sayles World Credit Asset Fund S/A (USD)

Ranked 760 out of 1001 in - Global over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the fund is high total investment return through a combination of income and capital appreciation. The Sub-Fund invests at least two-thirds of its assets in income-producing securities with a focus on credit issuers and securitised debt on a global basis, including emerging markets, as well as derivative instruments and undertakings for collective investments in order to gain exposure to such assets.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 760/1001 Total Return
  • Rank 96/1001 Standard Deviation
  • Rank 91/1001 Max Drawdown
Fund Name Currency Risk
96 Loomis Sayles World Credit Asset Fund S/A (USD) USD

1.7

96 Mediolanum Challenge International Bond LHA

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

98 PIMCO Global Bond-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

1.7

98 BankInvest Udenlandske Obligationer A

Currency exposure is hedged

Currency exposure is hedged

DKK

1.7

98 New Capital Global Value Credit USD Ord Acc USD

1.7

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 6.0% 1.6% 1.7% 1.8% 0.7%
2016 9.6% 2.0% 3.8% 3.6% -0.1%
2015 -1.1% -1.9% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date24/03/2015
  • Share Class size82Mn
  • Base currencyUSD
  • ISIN LU1155757245

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0

Related News

LatAm’s oil-rich countries offer good value, says Loomis PM

Loomis Sayles is finding value in energy-linked stocks and bonds, especially from Latin American countries Brazil, Colombia and Mexico.

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