ELITE
Celebrating 100 years
Delivering real results since 1926, Loomis, Sayles & Company, L.P. has earned the trust of investors across the globe and grown into one of the world’s largest and most respected asset managers.
For over 10 years, iA Clarington has been the exclusive Canadian provider of Loomis Sayles’ high-conviction, alpha-driven mandates. Each strategy in the suite benefits from Loomis Sayles’ deep research capabilities and the firm’s unwavering commitment to providing investors with strong potential for consistent long-term wealth creation.
Founded in 1926
$431 billion (USD) in assets under management*
Active
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Discover the Loomis Sayles Suite of Funds
Tab 1
IA Clarington Loomis Global Allocation Fund
A concentrated global equity portfolio paired with an alpha-driven allocation to U.S. and global fixed income.
Key Features
- Modeled after a mandate with a track record of over 25 years.
- Allocates capital across multiple global asset classes by leveraging bottom-up fundamental research.
- Fixed-income allocations are structured to enhance returns, not just balance equity market risk.
Performance
| Subject | 1 year | 2 years | 3 years | 5 years | 10 years | Manager tenure |
|---|---|---|---|---|---|---|
| IA Clarington Loomis Global Allocation Fund – Series F | 4.9% | 13.7% | 14.1% | 8.1% | 9.6% | 8.5% |
| 60% MSCI AC World Index (CAD), 40% Bloomberg Global Aggregate Bond Index (CAD Hedged) | 9.5% | 14.2% | 12.9% | 7.7% | 8.1% | 7.4% |
| Peer group (Global Equity Balanced) | 10.1% | 14.7% | 12.2% | 8.2% | 7.5% | 6.4% |
| Quartile ranking | 4th | 3rd | 1st | 3rd | 1st | 1st |
| Number of funds in category | 1,092 | 1,070 | 1,013 | 883 | 557 | 488 |
Source: Morningstar, as at January 31, 2026. See disclaimer for additional information.
The corporate class option for this fund has been reopened and is available for purchase in non-registered accounts. Learn more about the benefits of corporate class.
Portfolio Managers
CFA
Portfolio Manager
![Eileen-Riley-square[1]](https://iaclarington.com/images/default-source/portfolio-management-team/loomis-sayles-company-l-p/pm-section/eileen-riley-square-11de4e8976dec6388bcc1ff0000f88fcc.jpg?sfvrsn=8f088bd3_6 "Riley Eileen 249x220")
CFA
Portfolio Manager
![David-Rolley-square[1]](https://iaclarington.com/images/default-source/portfolio-management-team/loomis-sayles-company-l-p/pm-section/david-rolley-square-108e4e8976dec6388bcc1ff0000f88fcc.jpg?sfvrsn=9a088bd3_10 "Rolley David 249x220")
CFA
Portfolio Manager
![Lee-Rosebaum-square[1]](https://iaclarington.com/images/default-source/portfolio-management-team/loomis-sayles-company-l-p/pm-section/lee-rosebaum-square-132e4e8976dec6388bcc1ff0000f88fcc.jpg?sfvrsn=a0088bd3_6 "Rosebaum Lee 249x220")
Portfolio Manager
Disclaimer
Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P. Effective February 23, 2015, the sub-advisor of IA Clarington Loomis Global Allocation Fund changed from Aston Hill Asset Management Inc. to Loomis, Sayles & Company, L.P. and iA Clarington. Effective April 29, 2022, iA Clarington was removed as sub-advisor.
The inception date of Series F of the Fund was July 19, 2010. Series F securities are available only to investors participating in fee based advisory programs through their dealer. No sales charges apply when investing in Series F. iA Clarington does not pay ongoing trailing commissions to dealers for Series F and therefore are not embedded in the Management Expense Ratio (MER). Instead, investors pay an explicit dealer advisor fee for investment advice and related services. Any differences in performance between fund series are primarily due to differences in fees and expenses, as described in the fund’s prospectus. Manager tenure data from March 1, 2015. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed, or produced by MSCI.
IA Clarington Loomis Global Allocation Fund is modeled after the Loomis Sayles Global Allocation Fund (LSGAF) Strategy, a U.S.-based mandate with a 25-year track record. In February 2015, iA Clarington brought the LSGAF Strategy to Canada by appointing Loomis Sayles portfolio manager for IA Clarington Loomis Global Allocation Fund. The purpose of the information presented on the LSGAF Strategy is to indicate the portfolio manager's ability to manage a fund that may have similar investment objectives and/or strategies to IA Clarington Loomis Global Allocation Fund. The Loomis Sayles Global Allocation Fund (LSGAF) Strategy is not available for sale in Canada. It does not imply similar or future performance. There may be differences between the funds that may affect performance, including but not limited to fee structures.
Quartile rankings are based on fund returns for periods ending January 31, 2026, and are subject to change monthly. The peer group is divided into four equal quartiles and shows how a fund has performed compared to the funds in the group. The top 25% of funds are 1st quartile, the next 25% of funds are 2nd, the next group are 3rd and the 25% with the poorest performance are 4th. Peer groups are defined to compare similar mutual funds.
The performance data comparison presented is intended to illustrate the Fund's historical performance as compared with historical performance of widely quoted indices. There are various important differences that may exist between the Fund and the stated indices that may affect the performance of each. The benchmark is a blend of Bloomberg Global Aggregate Bond Index (CAD Currency Hedged) (40%) and MSCI AC World Index (60%). The blended benchmark presented is intended to provide a more realistic representation of the general asset classes in which the Fund invests. The Bloomberg Global Aggregate Index is a flagship measure of global investment grade debt from twenty-eight local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. There are four regional aggregate benchmarks that largely comprise the Global Aggregate Index: the US Aggregate, the Pan-European Aggregate, the Asian-Pacific Aggregate, and the Canadian Aggregate Indices. The MSCI AC World Index (MSCI ACWI) captures large- and mid-cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. The Fund’s market capitalization, geographic, sector, credit quality and currency risk exposure may differ from that of the benchmark. The Fund may hold cash while the benchmark does not. Overall, the Fund’s bond and equity exposure can differ because the Fund does not use a fixed ratio similar to the benchmark. It is not possible to invest directly in market indices. The performance comparison is for illustrative purposes only and does not imply future performance.
Indicated mutual fund rates of return include changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns are historical annual compounded total returns. A mutual fund’s “yield” refers to income generated by securities held in the fund’s portfolio and does not represent the return of or level of income paid out by the fund.
Tab 2
IA Clarington Loomis International Growth Fund
High-conviction portfolio of 30-45 stocks of companies located primarily outside the U.S.
Key Features
- Highly selective portfolio management team that employs a long-term private equity approach to investing.
- Aims to invest in high-quality companies when they trade at a significant discount to the team’s estimate of intrinsic value.
- Differentiated approach to international equity diversification, providing potential for reduced portfolio risk and increased return potential.
Performance
| Subject | 1 year | Since inception |
|---|---|---|
| IA Clarington Loomis International Growth Fund – Series F | -5.3% | 8.7% |
| MSCI ACWI ex USA Index (CAD) | 26.1% | 22.6% |
| Peer group (International Equity) | 16.8% | 15.6% |
| Quartile ranking | 4th | 4th |
| Number of funds in category | 660 | 650 |
Source: Morningstar, as at January 31, 2026. See disclaimer for additional information.
Portfolio Manager
CFA
Chief Investment Officer & Portfolio Manager, Growth Equity Strategies
Disclaimer
Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.
The inception date of Series F of the Fund was June 17, 2024. Series F securities are available only to investors participating in fee based advisory programs through their dealer. No sales charges apply when investing in Series F. iA Clarington does not pay ongoing trailing commissions to dealers for Series F and therefore are not embedded in the Management Expense Ratio (MER). Instead, investors pay an explicit dealer advisor fee for investment advice and related services. Any differences in performance between fund series are primarily due to differences in fees and expenses, as described in the fund’s prospectus.
MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed, or produced by MSCI.
The performance data comparison presented is intended to illustrate the Fund’s historical performance as compared with historical performance of widely quoted indices. There are various important differences such as security selection, asset allocation, sector, credit quality, geographic, market capitalization and currency exposure that exist between the Fund and the stated indices that may affect the performance of each. The fund may hold cash while the benchmark does not. It is not possible to invest directly in market indices. The performance comparison is for illustrative purposes only and does not imply future performance.
The MSCI ACWI ex USA Index captures large and mid cap representation across 22 of 23 Developed Markets (DM) countries (excluding the US) and 24 Emerging Markets (EM) countries. The index covers approximately 85% of the global equity opportunity set outside the US.
Quartile rankings are based on fund returns for periods ending January 31, 2026, and are subject to change monthly. The peer group is divided into four equal quartiles and shows how a fund has performed compared to the funds in the group. The top 25% of funds are 1st quartile, the next 25% of fund are 2nd, the next group are 3rd and the 25% with the poorest performance are 4th. Peer groups are defined to compare similar mutual funds.
Indicated mutual fund rates of return include changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns are historical annual compounded total returns.
Tab 3
IA Clarington Loomis U.S. All Cap Growth Fund
High-conviction portfolio of 30-45 stocks of U.S. companies.
Key Features
- Modeled after a proven strategy that has been helping investors achieve their goals for over 20 years.
- Highly selective portfolio management team that employs a long-term private equity approach to investing.
- Aims to invest in high-quality companies when they trade at a significant discount to the team’s estimate of intrinsic value.
Performance
| Subject | 1 year | 2 years | 3 years | Since inception |
|---|---|---|---|---|
| IA Clarington Loomis U.S. All Cap Growth Fund – Series F | -0.8% | 20.8% | 23.5% | 13.4% |
| S&P 500 TR (CAD) | 8.8% | 22.1% | 21.7% | 16.3% |
| Peer group (U.S. Equity) | 5.8% | 17.0% | 17.5% | 12.1% |
| Quartile ranking | 4th | 1st | 1st | 2nd |
| Number of funds in category | 1,153 | 1,106 | 1,037 | 938 |
Source: Morningstar, as at January 31, 2026. See disclaimer for additional information.
Portfolio Manager
CFA
Chief Investment Officer & Portfolio Manager, Growth Equity Strategies
Disclaimer
IA Clarington Loomis U.S. All Cap Growth Fund is modeled after the Loomis Sayles All Cap Growth Composite, which is not available for sale in Canada. The purpose of the information presented on the Loomis Sayles All Cap Growth Composite is to indicate the portfolio manager’s ability to manage a fund that may have similar investment objectives and/or strategies to the IA Clarington Loomis U.S. All Cap Growth Fund. It does not imply similar or future performance. There may be differences between the funds that may affect performance, including but not limited to fee structures.
The inception date of Series F of the Fund was February 25, 2021. Series F securities are available only to investors participating in fee based advisory programs through their dealer. No sales charges apply when investing in Series F. iA Clarington does not pay ongoing trailing commissions to dealers for Series F and therefore are not embedded in the Management Expense Ratio (MER). Instead, investors pay an explicit dealer advisor fee for investment advice and related services. Any differences in performance between fund series are primarily due to differences in fees and expenses, as described in the fund’s prospectus.
The performance data comparison presented is intended to illustrate the Fund’s historical performance as compared with historical performance of widely quoted indices. There are various important differences such as security selection, asset allocation, sector, credit quality, geographic, market capitalization and currency exposure that exist between the Fund and the stated indices that may affect the performance of each. The fund may hold cash while the benchmark does not. It is not possible to invest directly in market indices. The performance comparison is for illustrative purposes only and does not imply future performance.
The Fund’s benchmark is the S&P 500 Index (CAD). The S&P 500 Index (CAD) includes 500 leading companies in leading industries of the U.S. economy and is widely regarded as the best single gauge of the U.S. equities market.
Quartile ranking are based on fund returns for periods ending January 31, 2026, and are subject to change monthly. The peer group is divided into four equal quartiles and shows how a fund has performed compared to the funds in the group. The top 25% of funds are 1st quartile, the next 25% of fund are 2nd, the next group are 3rd and the 25% with the poorest performance are 4th. Peer groups are defined to compare similar mutual funds.
Indicated mutual fund rates of return include changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns are historical annual compounded total returns.
Tab 4
IA Clarington Loomis Global Equity Opportunities Fund
High-conviction portfolio of 30-45 stocks of companies located across the globe.
Key Features
- Focused on high-quality companies with excellent prospects for long-term value creation.
- Fundamental, bottom-up security selection process that leverages Loomis Sayles’ deep research capabilities.
- Derived from the equity component of the IA Clarington Loomis Global Allocation Fund.
Performance
| Subject | 1 year | 2 years | 3 years | 5 years | Since inception |
|---|---|---|---|---|---|
| IA Clarington Loomis Global Equity Opportunities Fund – Series F | 4.2% | 17.5% | 18.6% | 11.5% | 12.5% |
| MSCI AC World Index (CAD) | 14.0% | 22.1% | 19.6% | 13.3% | 13.4% |
| Peer group (Global Equity) | 9.3% | 16.7% | 15.1% | 9.7% | 10.2% |
| Quartile ranking | 3rd | 2nd | 1st | 2nd | 1st |
| Number of funds in category | 1,812 | 1,716 | 1,603 | 1,339 | 1,229 |
Source: Morningstar, as at January 31, 2026. See disclaimer for additional information.
Portfolio Managers
CFA
Portfolio Manager
Portfolio Manager
Disclaimer
Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.
The inception date of Series F of the Fund was November 4, 2019. Series F securities are available only to investors participating in fee based advisory programs through their dealer. No sales charges apply when investing in Series F. iA Clarington does not pay ongoing trailing commissions to dealers for Series F and therefore are not embedded in the Management Expense Ratio (MER). Instead, investors pay an explicit dealer advisor fee for investment advice and related services. Any differences in performance between fund series are primarily due to differences in fees and expenses, as described in the fund’s prospectus.
The performance data comparison presented is intended to illustrate the Fund’s historical performance as compared with historical performance of widely quoted indices. There are various important differences such as security selection, asset allocation, sector, credit quality, geographic, market capitalization and currency exposure that exist between the Fund and the stated indices that may affect the performance of each. The fund may hold cash while the benchmark does not. It is not possible to invest directly in market indices. The performance comparison is for illustrative purposes only and does not imply future performance.
The MSCI AC World Index (MSCI ACWI) captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. The index covers approximately 85% of the free float-adjusted market capitalization in each market.
Quartile rankings are based on fund returns for periods ending January 31, 2026, and are subject to change monthly. The peer group is divided into four equal quartiles and shows how a fund has performed compared to the funds in the group. The top 25% of funds are 1st quartile, the next 25% of fund are 2nd, the next group are 3rd and the 25% with the poorest performance are 4th. Peer groups are defined to compare similar mutual funds.
Indicated mutual fund rates of return include changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns are historical annual compounded total returns.
Tab 5
IA Clarington Loomis Floating Rate Income Fund
Provides access to floating-rate loans, a non-traditional fixed-income asset class that offers both income and diversification benefits. Also available in a USD purchase option.
Key Features
- Floating-rate loans tend to have low correlations with most traditional asset classes.
- Potential for higher yields than those offered by most short-term, fixed-rate bonds.
- Lower sensitivity to fluctuations in interest rates than traditional fixed income.
Portfolio Managers
CFA
Portfolio Manager
Portfolio Manager
Portfolio Manager
Disclaimer
Loomis, Sayles & Company, L.P. was appointed sub-advisor to the IA Clarington Loomis Floating Rate Income Fund effective September 4, 2024. This Fund changed its name from IA Clarington Floating Rate Income Fund, effective June 16, 2025.
Tab 6
IA Clarington Loomis Global Multisector Bond Fund
Captures opportunities in both traditional and non-traditional fixed-income assets across global markets.
Key Features
- A value-driven, opportunistic credit approach focused on security-specific risk.
- A disciplined, repeatable and collaborative investment process, supported by Loomis Sayles’ deep global research platform.
- Globally, Loomis Sayles manages over $330 billion USD across multiple fixed-income mandates.
Portfolio Managers
CFA
Portfolio Manager
Portfolio Manager
Disclaimer
For definitions of technical terms in this piece, please visit iaclarington.com/glossary and speak with your investment advisor.
*Assets under management as of December 31, 2025. Assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
The information provided should not be acted upon without obtaining legal, tax, and investment advice from a licensed professional. Statements by the portfolio manager or sub-advisor represent their professional opinion and do not necessarily reflect the views of iA Clarington. Specific securities discussed are for illustrative purposes only and should not be considered a recommendation to buy or sell. Mutual funds may purchase and sell securities at any time and securities held by a fund may increase or decrease in value. Past investment performance may not be repeated. Unless otherwise stated, the source for information provided is the portfolio manager. Statements that pertain to the future represent the portfolio manager’s current view regarding future events. Actual future events may differ. Future-looking statements are not guarantees of future performance and involve risks and uncertainties. Actual results may differ. Opinions may change as market conditions or other factors evolve.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with mutual fund investments, including investments in exchange-traded series of mutual funds. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked by the corresponding company and are used for illustrative purposes only.
The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo, iA Wealth and the iA Wealth logo, and iA Global Asset Management and the iA Global Asset Management logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license. iA Global Asset Management Inc. (iAGAM) is a subsidiary of Industrial Alliance Investment Management Inc. (iAIM).