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Loomis Sayles Fixed Income Fund;Institutional

Ranked 18 out of 153 in - US Dollar Corporates 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 return through a combination of current income and capital appreciation. The Fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed income securities.

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

Performance

US Dollar Corporates over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 8.4% 3.2% 2.5% 1.7% 0.8%
2016 9.9% 3.0% 3.8% 3.4% -0.6%
2015 -6.0% -0.7% -0.7% -3.9% -0.8%
2014 4.6% 3.1% 4.2% -2.0% -0.7%
2013 6.9% 2.4% -1.4% 2.7% 3.0%
2012 15.7% 6.7% 0.4% 5.0% 2.9%
2011 3.9% 3.5% 2.6% -5.0% 3.0%
2010 12.9% 4.2% -0.9% 7.1% 2.1%
2009 35.9% 0.7% 15.1% 12.3% 4.4%
2008 -17.8% -1.0% 1.0% -10.5% -8.2%
2007 9.2% 2.5% 2.5% 2.7% 1.2%
2006 10.7% 2.5% -0.2% 4.8% 3.2%
2005 4.1% -1.1% 2.9% 1.6% 0.8%
2004 12.2% 2.4% -3.9% 7.2% 6.3%
2003 30.2% 6.5% 12.6% 1.9% 6.7%
2002 11.5% 1.4% 2.7% -0.6% 7.8%
2001 4.7% 1.4% 0.2% 0.0% 3.1%
2000 3.8% 3.8% -1.2% 1.1% 0.1%
1999 3.8% 2.9% 0.2% -1.6% 2.1%
1998 3.7% 3.6% 0.5% -4.4% 4.2%
1997 13.4% 0.6% 5.8% 5.5% 1.0%
1996 9.8% -1.4% 1.3% 4.3% 5.4%
1995 10.0% 4.8% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/01/1995
  • Share Class size1,043Mn
  • Base currencyUSD
  • ISIN US5434955010

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment50,000

Charges

  • Annual management0.50%

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