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Loomis Sayles Global Credit Fund H-S/A (EUR)

Ranked 66 out of 145 in - Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Kenneth M. Buntrock

Kenneth Buntrock has over 37 years of investment management experience. He is a vice president of Loomis, Sayles & Company and portfolio manager for the global fixed income group and co manages the Global Opportunitistic Bond Fund. Before he joined Loomis Sayles in 1997, Ken was a foreign exchange and deposit trader in the US and the UK at Mellon Bank. He was also treasury manager in Toronto and later Hong Kong. He has a BA from Pennsylvania State University and an MBA from the University of Pittsburgh.

David Rolley

David Rolley was born in 1952 in California, USA. David gained a BA from the Occidental College in Los Angeles and also studied economics at the University of Pennsylvania. He is a CFA Charter-holder. David joined Loomis Sayles in 1994 as an emerging markets debt strategist and is currently a vice president, portfolio manager and team leader. Prior to joining the company he worked at DRI/McGraw Hill as a director of international capital market research. In 1987 he was a senior US economist at Drexel, Burnham. David also served as an international economist and a chief financial economist at Chase Econometrics in 1980. David has over 30 years of investment experience and his interest outside of fund management is music.

Lynda Schweitzer

Lynda Schweitzer graduated from the University of Rochester with a BA and from Boston University with an MBA. She began her financial career in 1986 and joined Loomis Sayles in 2001 where she is a vice president and co-portfolio manager of the Loomis Sayles International Bond Fund. Lynda is a Chartered Financial Analyst.

Scott M. Service

Scott M. Service was born in Boston in 1970, and holds an MBA in Finance from Bentley University. He is also a holder of the CFA designation. Scott started his career in financial accounting in 1992 at State Street Bank and in 1994 he joined PNC Bank. Scott joined Loomis, Sayles & Company in 1995 where he manages global bond funds. He manages his funds with a value investment style and incorporates a top down view. Away from fund management, he cites interests as golf, skiing and music.

Objective

The investment objective of Loomis Sayles Global Credit Fund is high total investment return through a combination of high current income and capital appreciation.The Fund invests at least two thirds of its total assets in bonds and other related fixed income securities issued by worldwide corporate issuers rated investment grade.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Corporates over : 31/03/2015 - 31/03/2016
  • Rank 66/145 Total Return
  • Rank 81/145 Standard Deviation
  • Rank 62/145 Max Drawdown
Fund Name Currency Return
64 Aberdeen Global - Select Gbl Inv Gde Cdt Bd A2 GBP GBP

-0.2%

65 SLI Glo SICAV Global Corporate Bond A USD USD

-0.2%

66 Loomis Sayles Global Credit Fund H-S/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

67 Anima Short Term Corporate Bond I

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

67 UBS (CH) Inst Fd - Gl Corp Bds Pass (CHFh) II I-X

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.2%

Fund Name Currency Risk
79 UBI SICAV - Global Corporate Bond R EUR

4.1

80 Janus Global Bond Fund;I USD

4.1

81 Loomis Sayles Global Credit Fund H-S/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

81 JPM Flexible Credit A Acc USD USD

4.1

83 Old Mutual Fidelity Moneybuilder Income U2D GBP

4.2

Fund Name Currency Loss
60 Invesco Global Inv Grade Corp Bd A Ann Dist USD USD

-3.4%

61 LFP R2P Global Credit- Class R C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

62 Loomis Sayles Global Credit Fund H-S/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

63 Sydinvest Virksomhedsobligationer IG KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-3.5%

64 Wellington Global Credit Plus CHF G Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.5%

64 Jyske Invest High Grade Corporate Bonds CL EUR

-3.5%

64 Aberdeen Global - Select Glb Credit Bd D1 GBP GBP

-3.5%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.8%
2015 -0.5% 2.4% -3.0% -0.5% 0.6%
2014 7.0% 2.1% 2.6% 0.8% 1.4%
2013 -1.0% 0.3% -3.2% 0.8% 1.2%
2012 11.3% 3.5% 1.7% 3.4% 2.3%
2011 4.2% 0.3% 1.6% 0.0% 2.3%
2010 8.2% 2.8% 2.3% 4.3% -1.2%
2009 6.7% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date01/04/2009
  • Share Class size43Mn
  • Base currencyEUR
  • ISIN LU0411267874
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment15Mn
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).