Core Total Return Strategy (with Funds)
Why Choose This Strategy?
- To outperform the benchmark while maintaining moderate volatility
- As an actively managed, benchmark-aware fixed income allocation
- Portfolio managers seek to identify the best opportunities using Loomis in-house research, emphasizing bottom up security selection combined with top down macro analysis
- Investment ideas are evaluated on a potential return versus contribution to portfolio risk basis, emphasizing diversification
- Risk is managed on an overall portfolio basis, and kept within defined ranges to capitalize on potential market opportunities
- Duration is typically managed within a close range to the index. Duration bands are +/- 2 years, but typically it is managed closer
- Investment flexibility offers access to a broad range of fixed income markets, including below investment grade securities
- Strategy holdings are typically between 50-90 individual securities, and also utilizes no-fee funds for access to higher minimum securities and provide additional diversification
Seeks to outperform the Bloomberg Barclays US Aggregate Bond Index while maintaining a benchmark-aware risk return objective
Loomis, Sayles & Company
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