Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Loomis Sayles Inflation Protected Secs Fund;Inst

Ranked 22 out of 54 in - US Dollar Inflation Linked over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks high total investment return through a combination of current income and appreciation. The Fund invests 80% of its net assets in inflation protected securities. The Fund may invest in securities of any maturity and may also engage in futures transactions and foreign currency transactions.

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

Performance

US Dollar Inflation Linked over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% -0.1% 1.0%
2016 4.4% 4.4% 1.6% 0.8% -2.3%
2015 -1.5% 1.6% -1.0% -1.3% -0.8%
2014 1.8% 1.3% 3.0% -2.3% -0.2%
2013 -8.2% -0.4% -6.9% 1.0% -2.0%
2012 7.0% 0.7% 3.6% 1.9% 0.7%
2011 12.9% 2.0% 3.1% 4.6% 2.6%
2010 7.0% 0.7% 3.7% 3.0% -0.6%
2009 12.3% 3.7% 2.3% 3.9% 1.9%
2008 -4.4% 4.1% 0.0% -5.6% -2.8%
2007 10.6% 2.4% -0.8% 4.3% 4.4%
2006 0.6% -2.2% -0.2% 3.9% -0.9%
2005 2.0% -0.6% 2.8% -0.2% 0.0%
2004 4.4% 2.9% -3.2% 3.6% 1.1%
2003 3.0% 1.7% 2.3% -0.2% -0.9%
2002 13.5% -0.1% 5.2% 8.3% -0.2%
2001 4.7% 1.3% -1.2% 5.8% -1.2%
2000 17.7% 5.7% 1.5% 2.9% 6.5%
1999 -4.5% -2.0% -1.6% 0.3% -1.3%
1998 9.3% 1.3% 3.1% 4.9% -0.3%
1997 12.7% -2.5% 5.3% 5.2% 4.4%
1996 1.3% -4.7% 0.0% 1.8% 4.4%
1995 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/05/1991
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN US5434957669

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.03%

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