Investment Outlook – July 2024
INTRODUCTION Investor risk appetite should remain strong as central banks ease policy in response to lower inflation. Broadly speaking,...
Why Invest?
The global investment landscape is more connected and more complex than ever. The Loomis Sayles Global Equity Fund navigates this complexity and seeks opportunities in global equities. Using foresight and flexibility, the team behind the Loomis Sayles Global Equity Fund look far and wide to pursue attractive, sustainable returns.
Compelling
Reasons
Expertly Selected Global Sharemarket Exposure
Seek attractive opportunities for long-term growth and portfolio diversification with prudent risk management
Distinctive Approach, Different Portfolio
The distinctive, unconstrained approach can deliver a portfolio that looks different to other funds
Invest with a Global Leader
Potentially benefit from the experience of a company which has helped fulfil the needs of clients worldwide since 1926
Easy Access Through Major Platforms
The Fund can be accessed via most major platforms including Asgard, BT
Panorama, BT Wrap, HUB24, Macquarie, MLC and Netwealth. Full list here.
Consistent Above Benchmark Historical Returns
Historically, the investment strategy has consistently delivered returns above its benchmark over the longer term since its inception in 2004*
Effective Risk Management at Individual Stock, Portfolio Levels
Integrated risk analysis that applies to every investment decision helps facilitate effective management of risks
Notes
Performance outcomes referred to above reflect the performance of the Loomis Sayles Global Equity Opportunities composite (Composite) strategy which has been managed by Loomis Sayles & Company L.P (who is also the Manager of the Fund) since 2004. The Manager applies a strategy for the Fund which replicates the strategy of the Composite.
Stay up to date
with Loomis Sayles
Register to receive regular performance updates and regular insights from the Loomis Sayles investment teams, featured in the Natixis Investment Managers Expert Collective newsletter.
Loomis Sayles marketing in Australia is distributed by Natixis Investment Managers, a related entity. Your subscriber details are being collected on behalf of Loomis, Sayles & Company, and Investors Mutual Limited (the RE for Fund) by Natixis Investment Managers Australia. Please refer to our Privacy Policy. Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830) is authorised to provide financial services to wholesale clients and to provide only general financial product advice to retail clients.