IA Clarington Loomis Global Equity Opportunities Fund

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

Investment Goal

The Fund’s objective is to provide long-term capital appreciation by investing primarily in a diversified portfolio of equity securities of companies located anywhere in the world.
Key Reasons to Invest
  • An unconstrained global equity strategy that invests across multiple sectors, regions and countries in pursuit of a strong total return.
  • High-conviction portfolio of 35–65 securities of quality, enduring businesses that the managers view as superior long-term investments.
  • A disciplined, repeatable and collaborative investment process, supported by Loomis Sayles’ deep global research platform, ensures only their best ideas are represented in the Fund.

Portfolio Managers

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Performance - %
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Distribution frequency:

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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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