Now Trading: Loomis Sayles Global Equity Fund (Quoted Managed Fund) ASX:LSGE Find out more


The Loomis Sayles Global Equity Fund seeks to provide a concentrated portfolio of best ideas in global equities. Using foresight and flexibility, the team behind the Loomis Sayles Global Equity Fund look far and wide to pursue attractive, risk-adjusted potential returns.

Their sound investment philosophy and disciplined process focus on uncovering drivers of long-term company performance. The research-driven approach is unconstrained by style, sector, or geography, with the flexibility to invest across market capitalisations, while risk management is integral to every investment decision.

This delivers a distinctive yet disciplined approach to global equities investing which looks different to other funds while seeking to deliver potential returns above the benchmark over the long term.


Unconstrained, Flexible Approach

Flexible approach to investing unconstrained by style, sector, geography, or market cap.

Sound Philosophy, Disciplined Process

Focused on uncovering drivers of long-term performance – quality, intrinsic value growth, and valuation.

Longstanding Portfolio Managers, Collaborative Team

The collaborative team of portfolio managers and analysts are dedicated to a shared investment philosophy and process.



The Loomis Sayles Global Equity Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the MSCI All Countries World Index over a full market cycle.



The Loomis Sayles Global Equity team believes investing in companies with their three alpha drivers, where the risks can be quantified, can help deliver potential outperformance.

Specifically, the team believes there are three alpha drivers critical to generating long-term performance: quality, intrinsic value growth and valuation. They believe quality companies, with an ability to grow intrinsic value over time, and that trade at an attractive valuation, are key to long-term alpha generation against a global universe. The team also believes that market prices can reflect a company’s fundamentals over the long term, but may diverge over the short term.

Lastly, the team invests only in its best ideas as it believes risk can be best managed by focusing on a concentrated number of stocks. Conducting in-depth research on a select group of names allows the team to fully understand and quantify risk.

Fund Facts

Portfolio Managers Eileen Riley, CFA
Lee Rosenbaum
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Benchmark MSCI All Country World Index
Inception 1 November 2018 

(The inception date for the Loomis Sayles Global Equity Opportunities strategy is 1 October 2004. This is the same strategy that is applied to the Fund.)

ARSN 628 342 334
Distribution Frequency Generally annually
Performance fee Nil

(the constitution for the Fund permits a performance fee to be charged. However the RE has waived its right to charge this fee)

Management fee 0.99% (inclusive of the net effect of GST)

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