Peter McPhee appointed investment specialist for Loomis Sayles Global Equity Fund


Peter McPhee

Investors Mutual has appointed Peter McPhee as Investment Specialist for the Loomis Sayles Global Equity Fund, effective immediately.

McPhee will work with Investors Mutual’s local Sales team and Loomis Sayles’ portfolio managers and investment specialists in the United States to build the profile and awareness of the Loomis Sayles Global Equity Fund with financial planning dealer groups, advice businesses, platforms, and asset consultants and research houses. He reports to Investors Mutual Head of Retail Wayne McGauley.

“We’re delighted to have someone of Peter’s calibre on board,” Wayne McGauley said. “His deep and extensive experience and understanding of the needs of financial advisers and other participants in the industry will enable him to play a key role in helping them better appreciate the value that Loomis Sayles’ time-tested global equities capability can provide for advisers and their clients.”

“I’m really pleased to be working with IML and Loomis Sayles,” McPhee said. “I’ve always been a strong believer in the value of quality active funds management, and I was attracted by Loomis Sayles’ active research-led approach, disciplined stock selection, and sound risk management. The portfolio also has minimal holdings overlap with other global equity solutions in this market. These all provide a compelling proposition for inclusion in local investors’ portfolios, and I’m looking forward to building on the great work Wayne and his team have already achieved.”

McPhee has over 30 years’ experience in funds management and retail distribution and key account relationship management. In his role as Head of Financial Institutions/Investment Specialist with BNP Paribas Investment Partners, he played a key role in launching the MFS global funds to the retail market in Australia. He also previously held senior investment specialist and business development and distribution roles with BT Investment Management, Mercer, and Pepper Investment Management.

The Loomis Sayles Global Equity Fund (APIR: IML0341AU) was launched in Australia on 1 November 2018 in a partnership between global active manager Loomis, Sayles & Company LP and Investors Mutual, both affiliates of Natixis Investment Managers. The Australian Fund is based on an existing US-domiciled strategy with a track record going back to 2004.

The Fund provides Australian investors with a style-agnostic, disciplined, bottom-up unconstrained approach to global equities investing. On the basis of deep, fundamental research, portfolio managers Eileen Riley, CFA and Lee Rosenbaum invest in quality businesses with strong underlying fundamentals, selecting a concentrated portfolio of high-quality companies with the ability to grow their intrinsic values over time and that are attractively-valued. Risk is managed through a disciplined valuation and scenario analysis framework.

The Fund has delivered its investors a total return of +17.0% in the 20 months since inception, compared to the 9.20% return from the Fund’s benchmark MSCI All Country World Index.* The Loomis Sayles Global Equity Opportunity Composite has returned +10.6% per annum since inception in October 2004, compared to the benchmark’s return of +7.2% per annum.**

The Fund is well-represented on financial planning dealer group approved product lists and is available on leading platforms including Asgard, BT Panorama, HUB24, Netwealth, Macquarie Wrap, MLC Navigator, and Powerwrap. The Fund has been rated ‘Recommended’ by Zenith and a 4-star ‘Superior’ rating by SQM Research. The Fund has also been rated by Lonsec.

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