Loomis Sayles Strategic Inc H-N/A GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.57%
  • 3 Year sharpe0.04
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkBBgBarc US Agg Bond TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.75%
  • IA Sector£ Strategic Bond
  • Manager GroupNatixis
  • DomicileUnited Kingdom
  • ISINGB00B92F0M74

Investment Strategy

The Loomis Sayles Strategic Income Fund (the “Fund”) seeks to provide income as well as grow your investment over the long term (at least 5 years). Up to 100% of the Fund’s assets can be invested directly in bonds issued by governments, companies and supranational entities. Up to 20% of the Fund’s assets can be invested directly in equity securities (shares of companies which can be located anywhere in the world, including emerging markets). Up to 10% of the Fund’s assets can be invested in bank loans that qualify as money market instruments.

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