Loomis Sayles Global Equity Fund awarded Zenith ‘Recommended’ rating in its inaugural review


The recently launched Loomis Sayles Global Equity Fund has been awarded a ‘Recommended’ rating by Zenith. The Fund was opened to Australian retail investors on 1 November and is being distributed in Australia by Investors Mutual Limited (IML).

Loomis, Sayles & Company manages USD $267.3 billion in assets and looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive sustainable returns for clients worldwide. Founded in 1926, Loomis Sayles has been serving institutional clients in Australia for over 20 years.

In their review of the Fund, Zenith’s report states: “Zenith believes the research process is rigorous and structured, with portfolio manager oversight ensuring analysts remain focused on the most promising opportunities.”Zenith also notes that the Fund’s investment team is supported by the broader Loomis Sayles research capabilities with breadth of investment resources providing the investment team with a competitive advantage serving to enhance its own research.

Lee Rosenbaum and Eileen Riley, CFA, co-portfolio managers of the Loomis Sayles Global Equity Fund are delighted with the rating as the Fund launches into Australia.

Co-Portfolio Manager Lee Rosenbaum said: “Investing in the best ideas from around the world and identifying business’ underlying fundamentals is key to performing well over the long term in international equities. This is what we seek to achieve with the Loomis Sayles Global Equity Fund. Receiving the Recommended rating is a reflection of the quality of our investment team as well as the investment philosophy of the Fund.”

IML Head of Retail, Wayne McGauley, explained: “The team has a proven track record that we believe is very attractive to Australian investors, especially given the experienced and well-resourced team that runs the money out of Boston. We are also pleased to announce that the Loomis Sayles inaugural Australian adviser roadshow will be held across Australia in the first quarter of 2019.”

Loomis Sayles is an affiliate of Natixis Investment Managers, the global multi-affiliate fund manager. IML became a fellow-affiliate in 2017.

You must be logged in to post or view comments.