Loomis, Sayles & Company
|Managed Fund Since||Joined Firm||Began Investment Career|
The above description is a general overview only and is provided as of the date that this site was last updated. It is for your information only and does not constitute legal, tax or accounting advice or an investment recommendation. Please consult with your registered dealer to determine if you are an accredited investor. Information provided on this site pertaining to the Fund is not to be construed as an offering memorandum, prospectus, advertisement or public offering of securities in any jurisdiction of Canada. The offering of Units of the Fund is being made by means of a private placement of the Units pursuant to the Fund's offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility and minimum purchase requirements and only by those entities permitted to sell such Units. No securities commission or similar regulatory authority has passed on the merits of the Units described on this site nor has it reviewed the information on this site and any representation to the contrary is an offence. Important information about the Fund, including a statement of the Fund's fundamental investment objective, is contained in its offering memorandum. Read the applicable offering memorandum carefully before investing. The information contained on this site is qualified in its entirety by reference to the offering memorandum and other applicable documents of the Fund, such as its declaration of trust and subscription agreements. Unit values and investment returns will fluctuate. Prior to making any investment decision, you should consult with your own advisers and determine, without reliance upon the Fund, the Manager, or any of their respective affiliates, directors, officers, employees, representatives or agents, the economic risks and merits, as well as the legal, tax and accounting consequences, of such investment decision.
The Loomis Sayles Global Strategic Alpha Fund is generally available to investors who meet certain eligibility requirements as described in the Fund's offering memorandum and who meet the requirements under certain exemptions from the prospectus requirement.
The Loomis Sayles Global Strategic Alpha Fund seeks to provide an absolute return in excess of the three month London Interbank Offered Rate (LIBOR) in U.S. dollars plus 2 to 4% with an expected risk volatility goal of approximately 4-6% over market cycles (typically 3-5 years). Positive returns are not guaranteed over this or any time period. Capital is at risk and investors may receive back less than the original investment upon redemption.
Loomis, Sayles & Company L.P. is a wholly owned subsidiary and an affiliate of Natixis Investment Managers, S.A.