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

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

Fund Material

 

The following sales tools are available to advisers and investors, providing insights into the Fund and the team’s approach to investing. For the latest Fund performance, you can also access the latest monthly Fund Update or Quarterly Commentary.

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.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 25 November 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/regulatory-guidelines-funds-research.

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

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