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Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Ranked 51 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR 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.

Kevin Kearns

Todd Vandam

Objective

The investment objective of the fund is to generate positive returns over a 3 year period. The fund invests primarily in fixed income securities of worldwide issuers and in derivatives instruments in order to gain exposure to such assets. The fund will have a total return focus, seeking to deliver positive absolute returns over an investment cycle. It is fully flexible, it wil invest in a universe that includes all fixed-income asset classes, both investment grade and high yield, as well as derivatives instruments that allow the Fund to take long or short positions related to credit, interest rates and currency.

Showing fund performance in South Africa View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 51/85 Total Return
  • Rank 32/85 Standard Deviation
  • Rank 36/85 Max Drawdown
Fund Name Currency Return
49 BSF Fixed Income Strat A2 EUR EUR

-1.1%

49 Payden Absolute Return Bond EUR Acc EUR

-1.1%

51 Pictet TR - Kosmos-P EUR EUR

-1.4%

51 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

53 PIMCO GIS Credit Opps Bond Inst EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

Fund Name Currency Risk
30 Candriam Bonds Credit Opportunities I Cap EUR

1.5

31 Alternative Fixed Income Fund I EUR

1.5

32 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

32 LBBW Pro-Fund Credit I EUR

1.5

34 Threadneedle Credit Opps Ret Acc EUR EUR

1.5

Fund Name Currency Loss
34 Pictet TR - Kosmos-P EUR EUR

-1.5%

35 OYSTER Flexible Credit R EUR PR EUR

-1.6%

36 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

37 Threadneedle Credit Opps Ret Acc EUR EUR

-1.7%

38 Ostrum Credit Opportunities I/A (EUR) EUR

-1.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -1.0% -0.1%
2017 -0.3% 0.2% -0.7% 0.5% -0.3%
2016 4.0% -0.2% 1.6% 2.0% 0.6%
2015 -2.5% 1.5% -0.8% -1.8% -1.5%
2014 1.5% 0.3% 1.3% 0.4% -0.5%
2013 0.1% 2.2% -3.2% -0.8% 1.9%
2012 0.8% 3.2% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date30/01/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0556614054
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment1.70%

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