AFFILIATED INVESTMENT MANAGERS

Loomis, Sayles & Company

High-Conviction Investing of Loomis, Sayles & Company

The art & science of high-conviction investing, which includes combining its global research platform with the experience and judgement of its portfolio managers, is explained by members of Loomis Sayles’ management team.

  • Founded:  1926
  • Headquartered:  Boston, MA, USA
  • Expertise:  Actively managed equity, fixed income, and alternative investments
  • AUM: USD 234.4B as of December 31, 2018

Loomis, Sayles & Company helps fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Loomis Sayles looks for value across traditional asset classes and alternative investments to pursue attractive, sustainable returns.

Net asset value as of December 31, 2018. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

Funds   Lock Icon To Denote Protected Content

Loomis Sayles Disciplined Alpha U.S. Corporate Bond Fund

  • USD  123.85 million Fund AUM (as of 30/04/2019)
  • N/A Morningstar CategoryTM

Loomis Sayles Emerging Debt and Currencies Fund

  • USD  27.86 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Emerging Markets Bond - Local Currency Morningstar CategoryTM

Loomis Sayles Global Credit Fund

  • USD  109.65 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Corporate Bond Morningstar CategoryTM

Loomis Sayles Global Growth Equity Fund

  • USD  207.95 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Large-Cap Growth Equity Morningstar CategoryTM

Loomis Sayles Global Multi Asset Income Fund

  • USD  17.76 million Fund AUM (as of 30/04/2019)
  • EAA Fund USD Flexible Allocation Morningstar CategoryTM

Loomis Sayles Global Opportunistic Bond Fund

  • USD  166.86 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Bond Morningstar CategoryTM

Loomis Sayles High Income Fund

  • USD  57.29 million Fund AUM (as of 30/04/2019)
  • EAA Fund USD High Yield Bond Morningstar CategoryTM

Loomis Sayles Institutional Global Corporate Bond Fund

  • USD  730.35 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Corporate Bond - GBP Hedged Morningstar CategoryTM

Loomis Sayles Institutional High Income Fund

  • USD  95.50 million Fund AUM (as of 30/04/2019)
  • EAA Fund USD High Yield Bond Morningstar CategoryTM

Loomis Sayles Multisector Income Fund

  • USD  1.01 billion Fund AUM (as of 30/04/2019)
  • EAA Fund USD Flexible Bond Morningstar CategoryTM

Loomis Sayles Short Term Emerging Markets Bond Fund

  • USD  858.02 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Emerging Markets Corporate Bond Morningstar CategoryTM

Loomis Sayles Strategic Alpha Bond Fund

  • USD  259.03 million Fund AUM (as of 30/04/2019)
  • EAA Fund Alt - Long/Short Debt Morningstar CategoryTM

Loomis Sayles Sustainable Global Corporate Bond Fund

  • USD  78.15 million Fund AUM (as of 30/04/2019)
  • EAA Fund Global Corporate Bond Morningstar CategoryTM

Loomis Sayles U.S. Core Plus Bond Fund

  • USD  41.54 million Fund AUM (as of 30/04/2019)
  • EAA Fund USD Diversified Bond Morningstar CategoryTM

Loomis Sayles U.S. Equity Income Fund

  • USD  135.76 million Fund AUM (as of 30/04/2019)
  • EAA Fund US Large-Cap Growth Equity Morningstar CategoryTM

Loomis Sayles U.S. Growth Equity Fund

  • USD  2.08 billion Fund AUM (as of 30/04/2019)
  • EAA Fund US Large-Cap Growth Equity Morningstar CategoryTM

Loomis Sayles World Credit Asset Fund

  • USD  765.72 million Fund AUM (as of 30/04/2019)
  • N/A Morningstar CategoryTM

Natixis Loomis Sayles Senior Loan Fund