Loomis Sayles Global Equity Fund
Loomis, Sayles & Company has teamed up with Investors Mutual (IML) to launch a new concentrated retail global equity fund in Australia, called the Loomis Sayles Global Equity Fund.
The fund invests in an unconstrained portfolio of approximately 35 to 65 securities and aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the MSCI All Countries World Index over a full market cycle.
The investment strategy involves identifying companies with the three "alpha drivers" of quality, intrinsic value growth and valuation. It does not invest in companies below $US2 billion capitalisation.
“As a high conviction active investor, Loomis Sayles takes a disciplined, research-driven approach. When it comes to this global equity strategy, our focus is on providing investors with access to the best ideas from around the world –investing in quality businesses with strong underlying fundamentals; the capability to grow their intrinsic value; and attractive valuations," Loomis Sayles’ chief executive officer, Kevin Charleston, said.