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Loomis Sayles Inst High Income Fund;Inst

Ranked 98 out of 152 in High Yield Funds over 36 months

All calculations are in USD unless stated

The Fund seeks high total investment return through a combination of current income and capital appreciation. Invests in fixed income securities issued in connection with corporate restructurings by highly leveraged issuers or in fixed income securities that are not current in interest or principal payments.

sector performance

High Yield Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.5%
2016 19.0% 2.6% 7.0% 6.1% 2.2%
2015 -10.3% 0.8% -1.0% -7.1% -3.3%
2014 5.2% 4.6% 4.5% -2.5% -1.3%
2013 15.1% 5.2% 1.5% 3.3% 4.3%
2012 18.0% 8.4% 0.0% 5.2% 3.5%
2011 -0.1% 5.9% 1.3% -10.3% 3.8%
2010 13.6% 5.4% -3.0% 7.3% 3.5%
2009 54.4% 3.7% 20.0% 16.4% 6.6%
2008 -25.6% -1.4% 1.8% -11.1% -16.6%
2007 3.9% 2.5% 1.6% 0.8% -1.0%
2006 16.3% 6.1% -1.2% 5.1% 5.6%
2005 6.4% -1.4% 3.8% 2.6% 1.2%
2004 14.2% 2.7% -3.2% 6.8% 7.5%
2003 48.0% 10.4% 15.0% 4.9% 11.2%
2002 -0.2% 0.9% -5.4% -6.3% 11.7%
2001 0.2% 4.0% -2.4% -6.1% 5.2%
2000 -5.7% 2.8% -0.5% 0.5% -8.3%
1999 16.0% 6.6% 4.8% -3.1% 7.2%
1998 -8.9% 6.7% -5.2% -16.4% 7.9%
1997 8.8% -2.0% 6.3% 8.1% -3.4%
1996 3.5% 3.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date05/06/1996
  • Share Class size750Mn
  • Base currencyUSD
  • ISINUS5434956000

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment50,000

Charges

  • Annual management0.60%