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

Portfolio Manager Eileen Riley recently joined Investment Specialist Peter McPhee to provide Eileen will provide an update on the performance of the Fund during the last quarter of 2021, its current positioning and where Loomis Sayles’ are finding opportunities during the current market volatility. Videos for some of the highlights of the discussion are available below covering the Funds exposure to luxury brands, why they like businesses with pricing power and how low turnover helps the portfolio.

 

 

 

 

The information in this article is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited (AFSL 229988) is the issuer and Responsible Entity of the Loomis Sayles Global Equity Fund (‘Fund’). Loomis Sayles & Company, L.P. is the Investment Manager. This information should not be relied upon in determining whether to invest in the Fund and is not a recommendation to buy, sell or hold any financial product, security or other instrument. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the Fund’s Product Disclosure Statement, available on the website www.loomissayles.com.au or by contacting us on 1300 157 862. Past performance is not a reliable indicator of future performance. Investments in the Fund are not a deposit with, or other liability of, Investors Mutual Limited and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Investors Mutual Limited does not guarantee the performance of the Fund or any particular rate of return.

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