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Date Disclosure
30 April 2024 New Zealand (“NZ”) Counsel Change of Address for NZ Investors Only

Effective from 30 April 2024, Bell Gully’s Registered Office in New Zealand as stated in the Loomis Sayles Fund PDSs and Investment Guides has changed to:

Deloitte Centre
Level 5, 1 Queen Street
Auckland 1010
New Zealand

30 November 2023 Effective immediately, the Application form for Loomis Sayles Global Equity Fund has been updated to include a TMD questionnaire

If mailing your application form, please note that the previous version of the PDF form will be accepted for a grace period up until 31 December 2023.

Application Form

26 October 2023 Updated Target Market Determinations (TMDs) are now available for: 

Loomis Sayles Global Equity Fund  

Loomis Sayles Global Equity Fund (Quoted Managed Fund)  

Key changes: 

  • Tailored the ‘Target Market Summary’ to be more specific to the product in order to describe the level of intended portfolio allocation and risk profile with sufficient granularity.  
  • Amber indicators have been removed from the TMD Indicator Key to ensure that the target markets are defined unambiguously.  
  • Consumer attributes and related descriptions have been updated to comply with the updated FSC template and ASIC guidance.  
  • Distribution conditions have been updated to include issuer and third party distributor conditions.  
  • Review triggers have been updated to include, inter alia, material or high number of complaints received about a product. 
20 December 2022 Loomis Sayles Global Equity Fund – Product Disclosure Statement and Investment Guide have been updated.

Loomis Sayles Global Equity Fund (Quoted Managed Fund) – Product Disclosure Statement has been updated.

Key changes:

  • Product Disclosure Statements for all Funds have updated wording to better reflect the environmental, social & governance considerations for the Funds’ investments.
  • The RG97 transaction costs have been updated for all Funds.
13 December 2022 Updated Target Market Determinations (TMDs) are now available for:
Loomis Sayles Global Equity Fund
Loomis Sayles Global Equity Fund (Quoted Managed Fund)
These have been reviewed in line with the mandatory review period and there are no significant changes to the TMDs.

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