IA Clarington Loomis Global Equity Opportunities Fund

Fund Code(s)
Distributions
MER
as at
Management Fee
Reduced MER (est.)
Risk
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


Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %
Distributions

Distribution frequency:

Category
Income
Dividends
Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Commentaries
        Key Documents