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Loomis Sayles High Income Fund;A

Ranked 190 out of 276 in - US Dollar High Yield 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.

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 current income plus the opportunity for capital appreciation to produce a high total return.

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

Performance

US Dollar High Yield over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 0.0%
2017 7.5% 3.4% 1.6% 2.1% 0.3%
2016 14.7% 2.1% 5.8% 5.3% 0.9%
2015 -6.5% 2.0% 0.6% -6.3% -2.7%
2014 4.3% 3.4% 3.7% -1.8% -0.9%
2013 5.1% 3.8% -3.5% 1.9% 3.0%
2012 21.7% 9.7% 0.6% 5.9% 4.1%
2011 -3.0% 4.9% 0.4% -11.0% 3.5%
2010 13.7% 4.8% -2.3% 7.6% 3.1%
2009 50.3% 7.1% 16.4% 13.6% 6.2%
2008 -26.6% -1.9% 2.2% -10.6% -18.1%
2007 2.0% 2.1% 0.4% 0.2% -0.6%
2006 13.9% 4.9% -1.1% 4.1% 5.3%
2005 5.0% -1.0% 2.9% 1.9% 1.2%
2004 10.4% 1.7% -2.8% 5.0% 6.3%
2003 27.9% 6.2% 10.0% 2.3% 7.1%
2002 -8.9% 0.2% -9.3% -7.1% 7.9%
2001 -10.7% 5.4% -8.4% -8.0% 0.6%
2000 -16.1% -3.7% 0.2% -2.0% -11.3%
1999 4.0% 4.6% -0.6% -2.6% 2.8%
1998 -1.6% 2.5% 0.6% -7.9% 3.5%
1997 15.3% 2.2% 4.6% 6.5% 1.3%
1996 14.9% 2.3% 2.9% 5.3% 3.6%
1995 11.8% 4.0% 3.7% 2.3% 1.3%
1994 -3.2% -0.1% -0.8% -0.8% -1.5%
1993 16.5% 6.1% 4.4% 0.7% 4.5%
1992 15.8% 7.5% 3.3% 3.3% 1.0%
1991 36.3% 11.8% 8.2% 7.3% 5.0%
1990 -13.2% -1.4% 4.5% -7.4% -9.0%
1989 3.3% 3.0% 3.0% 0.5% -3.2%
1988 2.2% 1.6% 1.5% 0.1% -1.0%
1987 -1.5% 6.7% -2.8% 0.1% -5.1%
1986 11.5% 7.2% 1.2% -0.2% 3.1%
1985 21.6% 6.1% 6.3% 1.5% 6.2%
1984 -2.3% 7.0% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/02/1984
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN US5434873833

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.56%
  • Initial investment4.25%

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