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Loomis Sayles Global Credit Fund H-I/A (EUR)

Ranked 28 out of 45 in - Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Kenneth M. Buntrock

Kenneth Buntrock has over 37 years of investment management experience. He is a vice president of Loomis, Sayles & Company and portfolio manager for the global fixed income group and co manages the Global Opportunitistic Bond Fund. Before he joined Loomis Sayles in 1997, Ken was a foreign exchange and deposit trader in the US and the UK at Mellon Bank. He was also treasury manager in Toronto and later Hong Kong. He has a BA from Pennsylvania State University and an MBA from the University of Pittsburgh.

David Rolley

David Rolley was born in 1952 in California, USA. David gained a BA from the Occidental College in Los Angeles and also studied economics at the University of Pennsylvania. He is a CFA Charter-holder. David joined Loomis Sayles in 1994 as an emerging markets debt strategist and is currently a vice president, portfolio manager and team leader. Prior to joining the company he worked at DRI/McGraw Hill as a director of international capital market research. In 1987 he was a senior US economist at Drexel, Burnham. David also served as an international economist and a chief financial economist at Chase Econometrics in 1980. David has over 30 years of investment experience and his interest outside of fund management is music.

Lynda Schweitzer

Lynda Schweitzer graduated from the University of Rochester with a BA and from Boston University with an MBA. She began her financial career in 1986 and joined Loomis Sayles in 2001 where she is a vice president and co-portfolio manager of the Loomis Sayles International Bond Fund. Lynda is a Chartered Financial Analyst.

Scott M. Service

Scott M. Service was born in Boston in 1970, and holds an MBA in Finance from Bentley University. He is also a holder of the CFA designation. Scott started his career in financial accounting in 1992 at State Street Bank and in 1994 he joined PNC Bank. Scott joined Loomis, Sayles & Company in 1995 where he manages global bond funds. He manages his funds with a value investment style and incorporates a top down view. Away from fund management, he cites interests as golf, skiing and music.

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 higher credit-quality fixed income securities of corporate issuers worldwide. The Fund invests at least two thirds of its total assets in bonds and other related fixed income securities issued by worldwide corporate issuers rated investment grade.

Showing fund performance in Netherlands View performance globally

Performance

Global Corporates over : 30/09/2017 - 30/09/2018
  • Rank 28/45 Total Return
  • Rank 12/45 Standard Deviation
  • Rank 17/45 Max Drawdown
Fund Name Currency Return
26 PIMCO GIS Global Invt Grade Credit Inst EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

27 LO Funds - Global Resp CorpoRt Fdamental SH EUR ND

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

28 Loomis Sayles Global Credit Fund H-I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

29 AXA WF Global Buy and Maintain Credit I C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

30 SLI Glo SICAV Global Corporate Bond A Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

Fund Name Currency Risk
10 LO Funds - Global BBB-BB Fndm Syst Hdg (EUR) NA

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

11 Sparinvest-Investment Grade Value Bonds EUR R EUR

1.7

12 Loomis Sayles Global Credit Fund H-I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

13 BlueBay Inv Grade Glob Aggregate Bd I EUR (BH) EUR

1.8

14 Schroder ISF Global Corporate Bond EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

14 Robeco QI Global Multi-Factor Credits FH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

Fund Name Currency Loss
15 LO Funds - Global Resp CorpoRt Fdamental SH EUR ND

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

16 EdR Fund Investment Grade Credit A-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

17 Loomis Sayles Global Credit Fund H-I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

18 AXA WF Global Credit Bonds I C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

19 Fidelity Funds - Global Corp Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.2% 0.0%
2017 3.6% 1.0% 1.2% 0.8% 0.6%
2016 4.2% 2.6% 1.9% 2.2% -2.6%
2015 -0.9% 2.3% -3.2% -0.5% 0.5%
2014 6.5% 2.0% 2.4% 0.7% 1.3%
2013 -1.3% 0.4% -3.3% 0.6% 1.1%
2012 10.9% 3.4% 1.7% 3.3% 2.2%
2011 -0.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date09/06/2011
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU0411266637
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

Loomis Sayles assigns bond veteran to $38bn fixed income team

US-based investment firm assigns credit specialist to co-portfolio manager role on team overseeing host of funds.

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