Active Fixed Income Yields Results
Loomis Sayles embraces intelligent risk to optimize opportunity for investors
Loomis, Sayles & Company has been helping investors pursue their goals through all types of markets since 1926. The firm’s active, multi-style fixed income managers offer a wide spectrum of strategies to help investors pursue their distinct needs. These high-conviction strategies are backed by Loomis Sayles’ renowned global research platform. Performance relative to peers and benchmarks speaks to the firm’s active management approach.
Renowned Research Digs Deep and Wide
A global research platform covers all major markets, sectors, and issuers to help surface opportunities, risks and make informed, judicious portfolio decisions.
98Countries
26Developed markets
72Emerging markets*
of Bloomberg
Corporate Index
of Bloomberg
Global Aggregate
Corporate Index
corporate credits***
high yield***
unique bank loans
securitized sectors (includes commercial and
residential real estate, asset backed securities and CLOs)
Fixed Income Solutions
To help clients stay on course to achieve long-term financial goals, Loomis Sayles maintains a wide spectrum of strategies to match investor needs.
-
Mitigate Portfolio Risk
-
Minimize Interest Rate Impact
-
Pursue Income & Total Return
Actively managed strategies that maintain high quality fixed income can help protect portfolios against equity market volatility, while also pursuing income.
LSIIX
Intermediate Core Plus Bond
NERYX
Intermediate Core Plus Bond
Diversifying fixed income portfolios with strategies that either invest in sectors and securities known to be less sensitive to interest rate risks, such as floating rate bank loans and shorter duration bonds, or non-traditional approaches that have the flexibility to create low correlation to traditional fixed income may be a smart move today.
NELYX
Short Government
LSFYX
Short Government
LSST
Short-Term Bond
LASYX
Nontraditional Bond
Flexible strategies that can invest in a broader range of assets may offer greater opportunities for return than those with more limited mandates. Loomis Sayles has managed multisector strategies for more than 25 years.
LSBDX
Multisector Bond
NEZYX
Multisector Bond
LSGBX
World Bond
NEHYX
High Yield Bond
LOCYX
Corporate Bond
N/A
N/A
N/A
N/A
Insights
* Emerging markets include any country determined by Loomis Sayles to have an emerging market economy. A complete list of EM countries, as defined by Loomis Sayles, is available upon request.
** As of 3/31/2022. Coverage percentage is based on market value of issuers covered. Covered includes all issuers with Loomis Sayles research coverage.
*** Includes 144a and other non-index-eligible issuers.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. For all funds with Class A, C, and Y shares please visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information; for funds with Institutional shares please visit loomissayles.com or call 800-633-3330. Read the prospectuses carefully.
Fixed Income Securities Risk: 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.
Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline.
Below Investment Grade Securities Risk: Below investment grade fixed income securities may be subject to greater risks (including the risk of default) than other fixed income securities.
Foreign Securities Risk: Foreign securities may involve heightened risk due to currency fluctuations. Additionally, they may be subject to greater political, economic, environmental, credit, and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity.
Mortgage-Related and Asset-Backed Securities Risk: Mortgage-related and asset-backed securities are subject to the risks of the mortgages and assets underlying the securities. Other related risks include prepayment risk, which is the risk that the securities may be prepaid, potentially resulting in the reinvestment of the prepaid amounts into securities with lower yields.
ETF General Risk: Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund, and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF's net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns.
Active ETF: Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing.
Investment Risks: All securities are subject to risk, including possible loss of principal. Please read the risks associated with each investment prior to investing. Detailed discussions of each investment’s risks are included in Part 2A of each firm’s respective Form ADV. The investments highlighted in this presentation may be subject to certain additional risks. The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. This document may contain references to third party copyrights, indexes, and trademarks, each of which is the property of its respective owner. Such owner is not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”) and does not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products. The index information contained herein is derived from third parties and is provided on an “as is” basis. The user of this information assumes the entire risk of use of this information. Each of the third party entities involved in compiling, computing or creating index information disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to such information.
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.
© 2022 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Short Duration Income ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.
Natixis Distribution, LLC (fund distributor, member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
4867448.2.1