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Loomis Sayles Strategic Income Fund I/AG USD

Ranked 41 out of 168 in - Global Flexible 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.


The investment objective of the fund is to achieve high income with a secondary objective of long-term growth of capital. In order to meet its objective, the Fund will invest at least 80% of its assets in income-producing securities (including below investment-grade securities, or "junk bonds") with a focus on corporate, convertible and government bonds on a global basis, including emerging markets.

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


Global Flexible over : 30/11/2017 - 30/11/2018
  • Rank 41/168 Total Return
  • Rank 76/168 Standard Deviation
  • Rank 55/168 Max Drawdown
Fund Name Currency Return
40 Acumen Bond Portfolio X USD Hgd Acc

Currency exposure is hedged

Currency exposure is hedged



41 Loomis Sayles Strategic Income Fund I/AG USD USD


42 T Rowe Diversified Income Bond Fund A USD USD


43 Schroder ISF Strategic Bond A Acc USD


Fund Name Currency Risk
74 Solitaire Global Bond Fund -USD- USD


75 PGIM Global Total Return Fund;A USD


76 Loomis Sayles Strategic Income Fund I/AG USD USD


77 HOD High Interest Obligatiedepot

Currency exposure is hedged

Currency exposure is hedged



78 Threadneedle (Lux)-Global Strategic Bond W USD


Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -0.2% 2.6%
2017 9.5% 3.7% 3.1% 1.4% 1.0%
2016 19.4% 3.4% 5.2% 7.7% 2.0%
2015 -6.2% -0.2% 0.0% -4.2% -1.8%
2014 5.7% 4.4% 4.8% -2.0% -1.3%
2013 2.4% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN GB00B9460957

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0


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