Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, has announced it has launched its Global Bond Fund (the ‘Fund’) as an offering to Australian wholesale investors. 

The Fund objective combines macro themes and a bottom-up approach to provide investors with diversified opportunities in fixed income with expected sources of excess return in credit, currency, and duration.  

The investment strategy for the Loomis Sayles Global Bond Fund is designed to replicate the Loomis Sayles Global Aggregate Bond (AUD hedged) composite.  Since its inception in 1998, the composite has delivered a net return of 1.06% per annum above its benchmark, the Bloomberg Global Aggregate Index, hedged to AUD*.

The Fund is jointly managed by Loomis Sayles’ co-heads of global fixed income Lynda Schweitzer, Scott Service, and David Rolley, who have been working together for over two decades and have 114 years’ of combined experience.

“We are delighted that Australian wholesale clients will be able to access our strategy for the first time. It has been well-tested to deliver long-term sustainable returns through almost 40 years of market cycles including such extreme events as the dot com boom and bust, the global financial crisis and the Covid pandemic.

We have been working with Australian and global clients for more than 25 years, so we believe we understand their needs as well as how to deliver on these through flexible fixed income solutions.

“Our investment approach is informed by our global research team who use timely data to inform our perspective on global markets. Our discipline, diligence and experience gives us the confidence to be opportunistic and aggressive when bond markets are in dislocation, to find great value for our clients,” said Lynda Schweitzer, portfolio manager and co-head of global fixed income, Loomis Sayles. 

“Loomis Sayles is truly one of the global giants of fixed income. We have been working with Lynda, Scott and David for many years and their strategy is one of the most popular and successful with our institutional clients, so we’re excited to now be able to introduce them to our wholesale clients as well. They have a long and impressive record of delivering fixed income solutions that have met our clients’ investment objectives, without taking excessive risk. With interest rates now back to more normal historic levels and fixed income yields looking more attractive, but markets still volatile and the geopolitical landscape uncertain, we have been seeing consistently high demand for actively managed fixed income solutions among our clients and we expect this to continue.” said Natixis Investment Managers Country Head Australia and New Zealand Louise Watson. 

Australian institutions have invested with the Loomis Sayles Global Bond team since 1998. The Fund is actively managed, investing primarily in a broad universe of investment-grade fixed income securities globally and is hedged to the Australian dollar.  

Equity Trustees has been appointed as the Responsible Entity of the Fund, and are a valued long term partner of Natixis Investment Managers Australia.

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Since the inception of the AvSuper mandate in 1998, the global bond portfolio has delivered consistent, positive excess returns over the BBG Barclays Global Aggregate, hedged to Australian dollars.1 Portfolio managers Ken Buntrock, David Rolley, Lynda Schweitzer and Scott Service have been working together since 2003, with Ken Buntrock and David Rolley on the account since the start.

“While we have weathered many market changes together with AvSuper over the years, our identity as a high-conviction investor with strong fundamental research has stayed firm,” said Kevin Charleston, Chairman and CEO of Loomis Sayles. “At Loomis Sayles, our culture is defined by our unwavering commitment to clients. We view the relationship with AvSuper as an excellent example of this commitment, and we look forward to the decades ahead. “

“AvSuper is a long term investor and we value our 20 year partnership with Loomis and the long term investment performance they have generated for our members over this time,” said Michelle Wade, CEO of AvSuper.

Commenting on the portfolio’s evolution over the past 20 years, Lynda Schweitzer highlighted the growth and maturation of emerging markets. “We are delighted to be celebrating this key milestone with our long-standing partner, AvSuper, said Lynda Schweitzer. “The global fixed income opportunity set has grown significantly from A$16 trillion in 1998 to over A$66 trillion now. At its core, what we do hasn’t changed, and we continue to believe in our active investment approach to deliver long-term, sustainable returns.”

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