Skip to content This fund aims to deliver attractive total return by investing primarily in US investment grade fixed income with opportunistic allocation to higher-yielding sectors. It allocates the portfolio primarily across US Treasuries, agencies, mortgage-backed securities, and investment grade credit, with up to 20% in high yield, emerging market, and non-USD debt. The strategy employs Loomis Sayles' fundamental fixed income research with active duration, sector, and credit positioning, focused on enhancing core bond returns through tactical allocations. Through US core plus bond investment, the fund provides enhanced US investment grade exposure with opportunistic positioning, appropriate for fixed income investors seeking core-plus participation. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +0.85% | +0.85% |
| 3-Year Return | +9.81% | +3.16% |
| 5-Year Return | -6.35% | -1.30% |
| 10-Year Return | +8.56% | +0.82% |
| All Time Return | +14.67% | +1.27% |
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