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

Loomis Sayles Multisector Income Fund I/D (USD)

Ranked 53 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Matthew Eagan

Dan Fuss

Dan Fuss has 57 years of experience in the investment industry and has been with Loomis,Sayles & Company since 1976. He is vice chairman of the firm's Board of Directors and manages the firm’s flagship Loomis Sayles Bond Fund, Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income, Dividend Income and Global Equity and Income funds. He has twice been president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.

Brian Kennedy

Elaine M. Stokes

Objective

The investment objective of the Fund is to achieve high total investment return through a combination of current income and capital appreciation. The Fund invests at least 80% of its total assets in bonds and other related fixed income securities.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 2.6%
2016 10.7% 3.6% 4.9% 3.3% -1.5%
2015 -6.7% -0.1% -1.0% -4.3% -1.5%
2014 3.4% 2.9% 3.7% -2.4% -0.8%
2013 6.7% 2.8% -1.3% 2.5% 2.6%
2012 14.4% 6.4% 0.1% 4.4% 2.9%
2011 3.1% 3.4% 2.4% -5.2% 2.7%
2010 12.3% 4.0% -1.0% 7.3% 1.7%
2009 39.7% 1.0% 17.3% 13.3% 4.1%
2008 -24.2% -0.8% 0.2% -12.6% -12.7%
2007 10.4% 1.9% 2.1% 3.4% 2.6%
2006 9.8% 1.6% 0.5% 4.6% 2.8%
2005 3.9% -0.6% 2.1% 1.7% 0.7%
2004 10.9% 1.9% -3.3% 6.4% 5.8%
2003 27.4% 6.9% 11.4% 1.5% 5.5%
2002 15.6% 1.0% 6.3% 1.3% 6.3%
2001 4.9% 0.3% 0.4% 2.1% 2.1%
2000 0.7% 7.1% -3.3% -2.0% -0.8%
1999 4.7% 2.8% 0.0% -2.1% 4.0%
1998 4.2% 0.2% 3.0% -4.9% 6.1%
1997 5.4% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Netherlands
  7. Singapore
  8. Sweden
  9. Switzerland
  10. Taiwan
  11. United Kingdom

Fund Info

  • Launch date30/06/1997
  • Share Class size48Mn
  • Base currencyUSD
  • ISIN IE0000507263

Purchase Info

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

Charges

  • Annual management0.90%

Related News

Donald Trump is not the problem, says veteran Fuss

Bond market stalwart believes the political situation in the US has not been for over 40 years.

Taper caper: top US bond managers since Bernanke’s bombshell

Citywire Global takes a closer look at the fixed income specialists posting the strongest performance since the Fed first hinted at tapering.

Top bond manager predicts comeback in commodity currencies

VIDEO: Leading US fixed income specialist Matthew Eagan discusses where to position as end of bond bull market begins to bite.

Rates rising and the end of QE: bond star Dan Fuss in full

Exclusive: Citywire Global recently sat down with the Loomis Sayles vice chairman, here is the industry veteran in his own words.

Load up on loans says leading bond manager Gaffney

Controlling duration risk should be investors' top prioity says former Loomis Sayles manager as she unveils fund focus at Boston-based rival.

The best US bond managers under Obama

Citywire Global takes a closer look at the fund managers who have prospered during the US President’s time in office.

US bond manager quits top performing team

Senior fund manager departs Boston-based outfit and joins rival as an investment grade fixed income specialist.

Top US bond manager hunts out 'good names in bad zip codes’

VIDEO: Playing it safe is now too expensive says Loomis Sayles' Matthew Eagan.

This is one of the toughest environments ever, says HY manager

Competition is fierce and ETFs are eating up market share but Loomis Sayles’ Elaine Stokes dismisses bubble talk.

The top US bond managers since QE2 revealed

As Fed chairman Ben Bernanke dampens hopes of further monetary stimulus, Citywire Global looks at who has flourished since the previous round of quantitative easing.

...more...

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