Loomis Sayles wins Lipper fixed-income award
We are pleased to announce that Loomis, Sayles & Company (“Loomis Sayles”), U.S. affiliate of Natixis Global Asset Management, has received a Lipper award for its U.S. domiciled fixed-income funds. Lipper Fund Awards 2010 named Loomis Sayles Best Large Fixed-Income Group.
In 2009, during one of the toughest bond markets in decades, the fixed-income managers at Loomis Sayles were able to find investment opportunities that other managers missed. They continued to demonstrate that experience, combined with the flexibility to invest across all sectors of the credit spectrum, could help investors in any market.
The award covers all 13 Loomis Sayles fixed-income funds domiciled and sold in the U.S.
The same fixed-income managers also manage 3 Ireland and 4 Luxembourg domiciled funds, including the Loomis Sayles Multisector Income Fund and the recently introduced Loomis Sayles Global Credit Fund.*
One place to look for top-flight managers
This recognition underscores the benefits of working with Natixis Global Associates – your connection to top-flight managers. Our team is uniquely positioned to bring you experienced investment management across all asset classes. To learn more about Loomis Sayles or how our global vision can help you meet the needs of your marketplace, please contact us or visit www.ga.natixis.com.
*The Loomis Sayles Multisector Income Fund is a sub-fund of Natixis International Funds (Dublin) I, organized as an investment company with variable capital under the laws of Ireland and authorized by the financial regulator (IFSRA) as a UCITS. The Loomis Sayles Global Credit Fund is a sub-fund of Natixis International Funds (Lux) I, organized as an investment company with variable capital under the laws of the Grand Duchy of Luxembourg and authorized by the financial regulator (the CSSF) as a UCITS. The funds are available only to non-U.S. investors in jurisdictions where the funds are registered or authorized for sale.
Source: Lipper, Inc. Lipper is a leading global provider of mutual fund information. The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2009.
Criteria: Loomis Sayles ranked #1 out of 41 eligible companies. Large complexes are defined as fund families with more than $34.5 billion in total net assets. Eligible asset class group awards are given to fund groups with at least five equity, five bond, or three mixed-asset portfolios in the respective asset classes. The lowest average decile rank of the three-year Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results the lower average percentile rank will determine the winner. Asset class group awards will be given to the best large and small groups separately. Small groups will need to have at least three distinct portfolios in one of the asset classes – equity, bond, or mixed-asset.
