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Fixed Income campaign

There's an easier way to build fixed income portfolios

Inflation is sticky and markets are rocky, so flexibility and diversification matter when it comes to your fixed income portfolio. Try a core satellite approach to help balance risk and opportunity—and simplify your process in tougher markets.

Start with a core plus bond strategy, and layer on a lower duration, more flexible satellite such as a nontraditional or multi-sector bond strategy. It’s a combination that positions you to outperform on the upside—and the downside—in different macroeconomic scenarios.

What do you get with a core satellite approach

Streamline your fixed income lineup. 

With a core plus allocation, you can hold a few fixed income strategies instead of 10 or more. It reduces the need for dedicated strategies in several niche categories, which makes your portfolio easier to manage. Adding a nontraditional satellite component gives you greater flexibility in your portfolio—a critical tactic in today’s uncertain environment.

A chart explaining how a core satellite strategy can help streamline your fixed income Source: Natixis Investment Managers Solutions, FactSet

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Get more out of fixed income with actively managed strategies

Rooted in research. Informed by diverse opinions from fixed income experts. Free to delve into many sectors across capital markets. Our active fixed income is designed to deliver yield and value opportunities while mitigating risk.


Our core plus offerings:

Loomis Sayles Investment Grade Bond Fund
Ticker
LSIIX
Opportunistic, value-oriented fixed income portfolio actively managed by the Loomis Full Discretion Team.
Total net assets
$15.86 billion
as of 07/14/2025
Morningstar category
Intermediate Core-Plus Bond
Loomis Sayles Core Plus Bond Fund
Ticker
NERYX
Benchmark-aware fixed income fund that combines traditional core sectors with sectors outside the benchmark to pursue alpha.
Total net assets
$7.66 billion
as of 07/14/2025
Morningstar category
Intermediate Core-Plus Bond
Oakmark Bond Fund
Ticker
OAKCX
Opportunistic fixed income fund with a bottom-up security selection process and flexible approach that aims to deliver alpha.
Total net assets
$181.38 million
as of 09/30/2024
Morningstar category
Intermediate Core-Plus Bond
Our satellite offering:

Loomis Sayles Strategic Alpha Fund
Ticker
LASYX
Built on a flexible framework, the fund invests across global fixed income markets and seeks to provide consistent risk-adjusted investment results throughout market cycles.
Total net assets
$846.41 million
as of 07/14/2025
Morningstar category
Nontraditional Bond

All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income and alternative investments. 

There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

This material is provided for informational purposes only and should not be construed as investment advice.

Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise, bond prices usually fall), inflation and liquidity.

Interest rate risk is a major risk to all bondholders. As rates rise, existing bonds that offer a lower rate of return decline in value because newly issued bonds that pay higher rates are more attractive to investors.

Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

Natixis Distribution, LLC (Fund Distributor, member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

Natixis Distribution, LLC (member FINRA | SIPC), a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers, is a marketing agent for the Oakmark Funds.

 

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