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 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 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 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.
The Fund seeks high current income with a secondary objective of capital growth through investment primarily in U.S. income producing securities. Any change in the investment objective of the Fund must be approved by a majority of the votes cast at a meeting of the Funds unitholders.
Rank 209/234 Total Return
Rank 1/234 Standard Deviation
Rank 60/234 Max Drawdown
|207||Sun Life Granite Income Portfolio Series A||CAD||
|208||Portfolio Series Conservative Class A||CAD||
|209||Loomis Sayles Strategic Monthly Income Series A||CAD||
|210||Fidelity Income Allocation Fund Series B||CAD||
|211||Select 60i40e Managed Portfolio Corp Cl A||CAD||
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|1||Loomis Sayles Strategic Monthly Income Series A||CAD||
|2||Manulife Strategic Dividend Bundle Advisor Series||CAD||
|3||Pender Strategic Growth and Income A||CAD||
|4||Portefeuille De Fnb Revenue Mensel Invesco A||CAD||
|5||DFA Global 40EQ60FI Portfolio Class A||CAD||
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Month by Month Performance
Returns Vs Risk
- Launch date17/09/2015
- Share Class size35Mn
- Base currencyCAD
- Min. initial investment2,500
- Min. regular additional investment0
- Annual management1.75%