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Natixis Loomis Sayles Global Equity and Income;Y

Ranked 19 out of 137 in Flexible Portfolio over 36 months

All calculations are in USD unless stated

The Fund seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the Fund will invest at least 80% of its net assets in equity and fixed-income securities of U.S. and foreign issuers.

sector performance

Flexible Portfolio
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.0%
2016 4.7% 0.4% 1.1% 5.2% -2.0%
2015 1.4% 3.7% 0.3% -5.0% 2.7%
2014 3.5% 0.2% 4.9% -1.9% 0.5%
2013 16.3% 4.1% -1.3% 6.0% 6.7%
2012 15.5% 11.6% -3.9% 5.8% 1.8%
2011 -0.7% 5.2% 3.0% -14.7% 7.5%
2010 21.7% 4.1% -6.1% 16.7% 6.7%
2009 42.5% -2.6% 19.9% 15.0% 6.1%
2008 -39.2% -10.2% 2.4% -19.6% -17.7%
2007 26.5% 3.0% 6.8% 8.5% 6.0%
2006 11.1% 3.9% -4.8% 3.7% 8.4%
2005 12.4% -1.5% 3.3% 5.6% 4.5%
2004 14.1% 3.7% -2.0% 1.3% 10.8%
2003 31.2% 2.2% 11.4% 4.8% 9.9%
2002 -0.3% 0.6% -0.1% -7.5% 7.3%
2001 -6.2% -6.3% 2.5% -6.5% 4.4%
2000 -26.5% 8.7% -3.9% -3.3% -27.3%

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 date01/05/1996
  • Share Class size902Mn
  • Base currencyUSD
  • ISINUS5434878709

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%