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FULL DISCRETION 

Range of Product Offerings

AS OF 12/31/2022

 

Our Method

As pioneers in multisector investing, the Loomis Sayles Full Discretion team takes a long-term, flexible and benchmark-agnostic approach to building portfolios. This results in a range of strategies and customized solutions that are uncorrelated to traditional bond portfolios and help meet a variety of client needs. Every Full Discretion investment strategy seeks to identify and capitalize on mispricings throughout market cycles using fundamental research and active management.

The team's passion for performance and unwavering commitment to their clients is marked by:

CONSISTENCY. TRANSPARENCY. INTEGRITY

Institutional Strategies

For institutional investors only. Minimum initial investment of $20M; minimum initial investment of $50M for Strategic Alpha and Strategic Alpha Opportunistic.

Core Plus Full Discretion

The Core Plus Full Discretion strategy seeks to maximize total return through research driven security selection while managing downside risk through careful portfolio construction

Inception 1/1/1989

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Global High Yield In EUR

The Global High Yield in EUR strategy seeks to outperform the ICE BofA Merrill Lynch Global High Yield Index through diversified and actively managed exposure to the global high yield credit market

Inception 3/1/2016

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High Yield Conservative

The High Yield Conservative strategy seeks to maximize total return through research driven security selection while managing downside risk through careful portfolio construction

Inception 1/1/1989

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High Yield Full Discretion

The High Yield Full Discretion strategy seeks to maximize total return through research driven security selection while managing downside risk through careful portfolio construction

Inception 1/1/1989

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Global High Yield Full Discretion - EUR Hedged

The Global High Yield Full Discretion - EUR Hedged strategy seeks to identify attractive total rate of return investment opportunities in the global high yield market

Inception 9/30/2011

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Multisector Credit

The Multisector Credit strategy seeks to maximize total return and higher levels of portfolio income through research driven security selection while managing downside risk through careful portfolio construction

Inception 1/1/1989

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Multisector Full Discretion

The Multisector Full Discretion Strategy seeks to maximize total return through research driven security selection while managing downside risk through careful portfolio construction

Inception 1/1/1989

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Strategic Alpha

The Strategic Alpha strategy seeks to provide absolute returns in excess of US LIBOR + 2-4%

Inception 11/2/2010

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Strategic Alpha Opportunistic

The Strategic Alpha Opportunistic strategy seeks to provide absolute returns in excess of US LIBOR + 3-5%

Inception 12/1/2011

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US High Yield

The US High Yield strategy seeks to outperform the Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index through a diversified and actively managed exposure to the US High Yield credit market

Inception 7/1/2009

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Mutual Funds

Institutional Class shares (Class Y, Class I) are available to institutional investors only; minimum initial investment of $100,000. Institutional High Income Fund, Fixed Income Fund, and Investment Grade Fixed Income Fund have a minimum initial investment of $3 million

Bond Fund

The Bond Fund has a flexible, long-only, “go anywhere” approach to seeking undervalued
opportunities.

Primary Benchmark:  Bloomberg Barclays US Government/Credit Index

Inception 5/16/1991

Ticker: LSBDX

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Credit Income Fund

The Credit Income Fund seeks high current income with a secondary objective of capital growth.

Primary Benchmark: Bloomberg Barclays US Credit Bond Index

Inception 9/29/2020

Ticker: LOCYX

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Fixed Income Fund

The Fixed Income Fund seeks high total investment return through a combination of current income and capital appreciation

Primary Benchmark: Bloomberg Barclays US Government/Credit Index

Inception 1/17/1995

Ticker: LSFIX

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High Income Fund

The High Income Fund has a high yield focus with higher income potential from allocations to below investment grade securities.

Primary Benchmark: Bloomberg Barclays US Corporate High Yield Index

Inception 2/29/2008

Ticker: NEHYX

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Investment Grade Bond Fund

The Investment Grade Bond Fund has a multisector approach with an investment
grade focus.

Primary Benchmark: Bloomberg Barclays US Government/Credit Index

Inception 12/31/1996

Ticker: LSIIX

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Investment Grade Fixed Income Fund

The Investment Grade Fixed Income Fund seeks above-average total investment return through a combination of current income and capital appreciation

Primary Benchmark: Bloomberg Barclays US Government/Credit Index

Inception 7/1/1994

Ticker: LSIGX

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Institutional High Income Fund

The Institutional High Income Fund seeks high total investment return through a combination of current income and capital appreciation

Primary Benchmark: Bloomberg Barclays US Corporate High Yield Index

Inception 6/5/1996

Ticker: LSHIX

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Strategic Alpha Fund

The Strategic Alpha Fund utilizes a wide opportunity set to help achieve attractive risk-adjusted returns with attention to drawdown risk

Primary Benchmark: 3-Month US LIBOR

Inception 12/15/2010

Ticker: LASYX

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Strategic Income Fund

The Strategic Income Fund has a flexible, long only, “go anywhere” approach with greater exposure to securities below investment grade.

Primary Benchmark: Bloomberg Barclays US Aggregate Index

Inception 12/1/1999

Ticker:  NEZYX

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Managed Accounts

A Managed Account (MA) is a more customized investment than a mutual fund. It is model-based and the investment manager will have the ability to customize per client request.

Credit Income (With Fund) Managed Account

The Credit Income (With Fund) Managed Account seeks high current income with a secondary objective of capital growth

Institutional Class shares (Class Y, Class I) are available to institutional investors only; minimum initial investment of $100,000.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Please visit www.loomissayles.com or call 800-225-5478 for a prospectus and a summary prospectus, if available, containing this and other information. Read it carefully.

Natixis Distributors LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

Questions for the team?

Let's Connect.

Fred Sweeney, CFA

Investment Director

David Zielinski, CFA

Investment Director

Disclosure

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

Any investment that has the possibility for profits also has the possibility for losses, including the loss of principal.

Past performance is no guarantee of, and not necessarily indicative of, future results.

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