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Great-West Loomis Sayles Bond Fund;Investor

Ranked 856 out of 1070 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Matthew Eagan

Matthew Eagan is a vice president of Loomis, Sayles & Company and a portfolio manager for the Loomis Sayles fixed income group. He manages institutional and mutual fund portfolios, and is a co-portfolio manager of the firm's flagship fund. He has over 25 years of investment industry experience as a portfolio manager and fixed income analyst. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed income analyst and for BancBoston Financial Company as a senior credit analyst. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA charterholder.

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

Elaine Stokes is a vice president, portfolio manager and co-head of the full discretion team at Loomis, Sayles & Company. She has 29 years of investment industry experience and joined Loomis Sayles in 1988. Stokes co-manages a variety of mutual fund and institutional strategies, including the firm's flagship fund. Prior to becoming a portfolio manager in 2000, she worked in high yield, global and emerging markets, serving as a senior fixed income trader and portfolio specialist. Stokes is co-head and founder of the Loomis Sayles Women's Network group and is on the executive board for the Strong Women, Strong Girls nonprofit organisation. She is a frequent speaker and panellist, featured as a keynote speaker for the Morningstar Conference 2015, CNBC and WealthTrack. Stokes earned a BS from St. Michael's College.

Objective

The Fund seeks high total investment return through a combination of current income and capital appreciation. The Fund will invest at least 80% of its net assets in fixed income securities. The Fund will focus on good relative value, good structural fit within the objectives, and maximum total return potential.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 856/1070 Total Return
  • Rank 139/1070 Standard Deviation
  • Rank 143/1070 Max Drawdown
Fund Name Currency Return
854 Allianz Global Investors Global Bond Fund-A USD

3.0%

855 Legg Mason WA Short Duration HI Bd A Dis D USD USD

2.9%

856 Great-West Loomis Sayles Bond Fund;Investor USD

2.9%

857 Alpha Enhanced Yield USD

2.9%

857 JPM Global Government Bond A Acc USD Hdg

Currency exposure is hedged

Currency exposure is hedged

USD

2.9%

Fund Name Currency Loss
143 Great-West Loomis Sayles Bond Fund;Investor USD

-1.1%

143 Goldman Sachs Global Fixed Income Pf Base USD USD

-1.1%

143 AMP Capital Future Directions Intl Bond A

Currency exposure is hedged

Currency exposure is hedged

AUD

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 6.3% 2.6% 1.8% 1.1% 0.6%
2016 11.4% 3.5% 4.6% 3.8% -0.9%
2015 -6.6% -0.3% -0.8% -3.7% -1.9%
2014 3.5% 2.8% 3.5% -2.1% -0.7%
2013 8.0% 3.1% -0.6% 2.9% 2.4%
2012 16.0% 7.0% 0.6% 4.9% 2.8%
2011 4.4% 4.4% 2.9% -4.9% 2.3%
2010 12.8% 4.7% -0.7% 6.4% 1.9%
2009 38.5% 1.9% 16.0% 12.9% 3.8%
2008 -21.8% -1.0% 0.7% -10.9% -11.9%
2007 8.1% 2.5% 1.9% 2.3% 1.2%
2006 11.1% 2.4% 0.1% 5.0% 3.2%
2005 3.7% -1.1% 2.7% 1.5% 0.7%
2004 11.0% 2.3% -4.0% 6.8% 5.8%
2003 30.1% 7.2% 10.6% 2.2% 7.4%
2002 11.1% 0.9% 1.8% -0.5% 8.7%
2001 2.6% 0.4% -0.9% 0.2% 2.8%
2000 4.6% 4.3% -1.0% 0.6% 0.7%
1999 4.9% 3.3% 0.1% -1.3% 2.8%
1998 3.4% 3.9% 0.0% -5.0% 4.7%
1997 12.7% 0.3% 5.7% 6.2% 0.0%
1996 10.3% -0.9% 1.7% 4.2% 5.1%
1995 30.2% 7.8% 9.9% 4.5% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/11/1994
  • Share Class size271Mn
  • Base currencyUSD
  • ISIN US39137C4042

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.55%

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