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$ billion1

in assets
managed

years
in business

countries with
satisfied clients

Delivering real results for almost a century, Loomis Sayles2 has earned the trust of investors across the globe and grown into one of the world’s largest and most respected asset managers.

Available in Canada exclusively through iA Clarington, Loomis Sayles’ high-conviction, alpha-driven mandates offer exceptional potential for consistent long-term wealth creation.

IA Clarington Loomis suite of funds

NEW   IA Clarington Loomis U.S. All Cap Growth Fund

Modeled after a strategy that has been helping investors achieve their goals for almost 15 years,3 the IA Clarington Loomis U.S. All Cap Growth Fund is an actively managed core U.S. equity mandate that seeks to deliver consistently strong long-term performance on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

Key features:

  • Differentiated U.S. equity strategy that invests in companies of any size across all sectors in pursuit of a strong total return.
  • Seeks to invest in high-quality businesses with sustainable competitive advantages, difficult-to-replicate business models, and the ability to benefit from long-term secular and structural growth drivers. Guided by its contrarian approach, the team invests only when these businesses trade at a significant discount to their estimate of intrinsic value.
  • High-conviction portfolio of 35–45 stocks, with an active share typically greater than 80%.

Portfolio manager

Aziz V. Hamzaogullari

Aziz V. Hamzaogullari
Founder, Chief Investment Officer
& Portfolio Manager
Growth Equity Strategies


Disclaimer

1Source: Loomis Sayles, as at December 31, 2020. Includes the assets of Loomis, Sayles & Co., L.P., and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

2Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.

3Source: Loomis Sayles, as at December 31, 2020. Refers to 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 information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Statements by the portfolio manager or sub-advisor responsible for the management of the fund's investment portfolio, as specified in the applicable fund's prospectus ("portfolio manager") represent their professional opinion, do not necessarily reflect the views of iA Clarington, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. 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 of a security 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. iA Clarington does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus for a more detailed discussion on specific risks of investing in mutual funds.

IA Clarington Loomis Global Allocation Fund

A high-conviction, actively managed global multi-asset mandate, IA Clarington Loomis Global Allocation Fund has delivered 1st quartile performance across 2 years, 3 years, 5 years and since Loomis Sayles took over its management in 2015.3

Key features:

  • Unconstrained, alpha-focused strategy invests across multiple asset classes, sectors, regions, countries and currencies.
  • Concentrated, yet diversified equity portfolio and an alpha-driven fixed-income allocation that complements, rather than hedges, the equity component.
  • Focuses on quality, enduring businesses that the portfolio managers view as superior long-term investments.

Portfolio managers

Matthew J. Eagan

Matthew J. Eagan
Executive Vice-President & Portfolio Manager

Eileen N. Riley

Eileen N. Riley
Vice-President & Portfolio Manager

David Rolley

David W. Rolley
Vice-President & Portfolio Manager

Lee M. Rosenbaum

Lee M. Rosenbaum
Vice-President & Portfolio Manager


Disclaimer

1Source: Loomis Sayles, as at December 31, 2020. Includes the assets of Loomis, Sayles & Co., L.P., and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

2Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.

3Effective 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 Investments Inc. IA Clarington Loomis Global Allocation Fund was formerly IA Clarington Global Allocation Fund. The change was effective June 29, 2020.

 1 year2 years3 years5 yearsManager tenure10 years
IA Clarington Loomis Global Allocation Fund – Series F24.1%12.2%10.7%11.5%8.9%7.9%
60% MSCI AC World Index, 40% FTSE World Government Bond Index (CAD currency hedged)20.2%9.8%8.3%8.7%7.1%8.9%
Peer group (Global Equity Balanced)27.0%8.3%6.6%7.24%5.3%6.8%
Quartile ranking
3rd1st1st1st1st1st
Number of funds in peer group
1,2021,1691,031834635335

Source: Morningstar, as at March 31, 2021. The inception date of Series F of the Fund was July 19, 2010. Manager tenure data from March 1, 2015.

Quartile rankings are based on fund returns for periods ending March 31, 2021, 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. 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 FTSE World Government Bond Index (CAD Currency Hedged) (40%) and MSCI AC World Index (60%). The FTSE World Government Bond Index (or WGBI) (CAD currency hedged) measures the performance of fixed-rate, local currency, investment-grade sovereign bonds. The WGBI is a widely used benchmark that currently comprises sovereign debt from over 20 countries, denominated in a variety of currencies. The MSCI AC World Index (MSCI ACWI) is a free float-adjusted market capitalization weighted equity index comprising 23 developed and 27 emerging market country indexes. 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 from 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.

IA Clarington Loomis Global Allocation Fund, Series T8 was awarded the 2020 Lipper Fund Award in the Global Equity Balanced classification for the five-year period ending July 31, 2020, out of a total of 124 funds. Performance for the Fund for the period ended March 31, 2021, is as follows: 22.4% (1 year), 9.1% (3 years), 10.0% (5 years), 7.4% (manager tenure) and 6.4% (10 years). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (1 year), 5 (3 years) [1310 funds], 5 (5 years) [1082 funds], N/A (manager tenure), 2 (10 years) [433 funds]. Lipper Leaders Ratings are subject to change every month. The Refinitiv Lipper Fund Awards, granted annually, highlights funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Refinitiv Lipper Fund Awards, ©2020 Refinitiv. All rights reserved. Used under license.

The information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Statements by the portfolio manager or sub-advisor responsible for the management of the fund's investment portfolio, as specified in the applicable fund's prospectus ("portfolio manager") represent their professional opinion, do not necessarily reflect the views of iA Clarington, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. 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 of a security 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. iA Clarington does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus for a more detailed discussion on specific risks of investing in mutual funds.

IA Clarington Loomis Global Equity Opportunities Fund

Derived from the equity component of the IA Clarington Loomis Global Allocation Fund, and modeled after a strategy3 that has helped clients of Loomis Sayles across the globe achieve their financial goals, IA Clarington Loomis Global Equity Opportunities Fund is an actively managed, pure global equity solution that seeks to provide investors with superior potential for risk-adjusted outperformance.

Key features:

  • Unconstrained, high-conviction strategy that aims to identify high-quality companies with excellent prospects for long-term value creation.
  • Fundamental, bottom-up approach to security selection that views growth as a key component of the value equation.
  • Concentrated portfolio of 35–65 holdings, representing Loomis Sayles’ best equity ideas.

Portfolio managers

Eileen N. Riley

Eileen N. Riley
Vice-President & Portfolio Manager

Lee M. Rosenbaum

Lee M. Rosenbaum
Vice-President & Portfolio Manager


Disclaimer

1Source: Loomis Sayles, as at December 31, 2020. Includes the assets of Loomis, Sayles & Co., L.P., and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

2Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.

3Refers to the Loomis Sayles Global Equity Opportunities strategy, which is not available for sale in Canada. The purpose of the information presented on the Loomis Sayles Global Equity Opportunities strategy 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 Global Equity Opportunities 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 information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Statements by the portfolio manager or sub-advisor responsible for the management of the fund's investment portfolio, as specified in the applicable fund's prospectus ("portfolio manager") represent their professional opinion, do not necessarily reflect the views of iA Clarington, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. 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 of a security 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. iA Clarington does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus for a more detailed discussion on specific risks of investing in mutual funds.

IA Clarington Loomis Global Multisector Bond Fund

Modeled after a US$32-billion3 strategy that has helped investors achieve their goals for more than two decades,4 IA Clarington Loomis Global Multisector Bond Fund provides actively managed, diversified exposure to the full range of income opportunities and the flexibility to adapt to changing market conditions.

Key features:

  • Invests in a mix of investment grade corporate bonds and government debt, with the ability to gain opportunistic exposure to non-traditional areas of fixed income, including emerging markets and high yield.
  • A value-driven, bottom-up research process drives security selection and the resulting sector allocations.
  • Investment decisions are made with a three- to five-year time horizon, with the intent to hold securities through a cycle to capture higher valuations as their underlying fundamentals improve.

Portfolio managers

Matthew J. Eagan

Matthew J. Eagan
Executive Vice-President & Portfolio Manager

Brian P. Kennedy

Brian P. Kennedy
Vice-President & Portfolio Manager

Elaine M. Stokes

Elaine M. Stokes
Executive Vice-President & Portfolio Manager


Disclaimer

1Source: Loomis Sayles, as at December 31, 2020. Includes the assets of Loomis, Sayles & Co., L.P., and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

2Loomis Sayles is the trade name of Loomis, Sayles & Company, L.P.

3Source: Loomis Sayles, as at December 31, 2020.

4Refers to the Loomis Sayles Multisector Full Discretion strategy, which is not available for sale in Canada. The purpose of the information presented on the Loomis Sayles Multisector Full Discretion strategy 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 Global Multisector Bond 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 information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Statements by the portfolio manager or sub-advisor responsible for the management of the fund's investment portfolio, as specified in the applicable fund's prospectus ("portfolio manager") represent their professional opinion, do not necessarily reflect the views of iA Clarington, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. 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 of a security 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. iA Clarington does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus for a more detailed discussion on specific risks of investing in mutual funds.