Investment Outlook – April 2024
INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...
Fund
Overview
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.
Strategy
Highlights
Unconstrained, Flexible Approach
Flexible approach to investing unconstrained by style, sector, geography, or market cap.
Longstanding Portfolio Managers, Collaborative Team
The collaborative team of portfolio managers and analysts are dedicated to a shared investment philosophy and process.
Investment
Objective
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.
Investment
Approach
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 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 Read more |
| 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 |
| APIR | IML0341AU |
| 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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