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Loomis Sayles Institutional High Income Fund SAU

Ranked 168 out of 255 in - Global 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.

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.

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 investment objective of the fund is high total investment return through a combination of high current income and capital appreciation. The fund invests primarily in fixed income securities of corporate issuers worldwide. It invests at least 51% of its total assets in bonds and other related fixed income securities issued by worldwide corporate issuers. The fund may invest up to 49% of its total assets in cash, money market instruments or other securities than those described above.

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

Performance

Global High Yield over : 31/03/2017 - 31/03/2018
  • Rank 168/255 Total Return
  • Rank 61/255 Standard Deviation
  • Rank 77/255 Max Drawdown
Fund Name Currency Return
168 Loomis Sayles Institutional High Income Fund SAU USD

3.4%

169 PIMCO GIS Global High Yield Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

3.4%

170 Payden Global High Yield Bond USD USD

3.4%

Fund Name Currency Risk
59 Shenkman Global High Yield Bond USD A Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.2

59 Allianz Selective Global High Yield IT USD

2.2

61 Loomis Sayles Institutional High Income Fund SAU USD

2.2

61 Barclays GA - Global High Yield Bond M Inc USD USD

2.2

63 EDM International Credit Portfolio A Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

Fund Name Currency Loss
76 MostDiversifiedPtf SICAV Tobam AB Global H Y Fd AC USD

-1.5%

77 Loomis Sayles Institutional High Income Fund SAU USD

-1.6%

78 Danske Invest Globale High Yield Obligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-1.6%

78 UniEuroRenta HighYield

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

78 Schroder ISF Global High Yield A Acc USD

-1.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 7.9% 4.1% 1.6% 0.6% 1.3%
2016 20.2% 2.3% 7.4% 6.1% 3.1%
2015 -10.4% 1.0% -0.7% -6.9% -4.1%
2014 3.9% 3.7% 3.9% -2.0% -1.7%
2013 12.2% 4.2% -0.1% 3.6% 4.0%
2012 15.7% 8.0% -0.3% 4.3% 3.1%
2011 1.6% 5.5% 1.4% -9.2% 4.6%
2010 -0.6% 9.1% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date29/01/2010
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN LU0477161524

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

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