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Fund Performance

As the Fund was launched on 1 October 2021, performance data is limited. Fund returns are calculated net of management fees, assuming all distributions are reinvested with no allowance for tax.

Past performance is not a reliable indicator of future performance.  * The benchmark for this Fund is the MSCI All Country World.  ^% 2-year and 3-year performance is performance per annum. Until the Quoted Fund has achieved a 1-year track record the Since inception performance is the Fund’s total return since 1 October 2021.

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    Jun 2022
    Global GDP Themes and Forecasts (Infographic)

    Tightening financial conditions, marked by higher interest rates and volatility, have injected an unfamiliar dynamic into financial markets...

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    Apr 2022
    Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.

    The world’s leading banks have made considerable progress on voluntarily disclosing the risks they face from climate change since 2017,...

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    Apr 2022
    Investment Outlook April 2022

    The tide is going out on the great wave of liquidity that flooded markets in the aftermath of the pandemic. Many central banks, including...

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    Apr 2022
    Loomis Sayles Global Equity Fund Q1 Update – Webinar Recording

    Investment Specialist Peter McPhee was recently joined by Eileen Riley, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund to...

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    Mar 2022
    How luxury brands, pricing power & low turnover add value to the Loomis Sayles Global Equity Fund

    Portfolio Manager Eileen Riley recently joined Investment Specialist Peter McPhee to provide Eileen will provide an update on the...

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    Mar 2022
    Russia-Ukraine Conflict: Updated Views Post-Invasion

    Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their implications for financial markets....

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    Feb 2022
    Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes

    Rising tensions between Russia, Ukraine and NATO have the world on edge, and many investors appear to be concerned. A major geopolitical...

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    Feb 2022
    Investment Outlook | January 2022

    Risks and uncertainty are currently on the rise. Another global wave of COVID-19 is upon us. Central banks appear to be turning hawkish in...

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    Jan 2022
    2022 Macro Outlook: Views on Inflation, the Fed and the Expansion

    Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and...

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    Jan 2022
    COVID-19: Prepare for the Transition from Pandemic to Endemic

    Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes COVID-19) sparks some market uncertainty as...

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