IA Clarington Loomis Global Allocation Fund
Fund Code(s)
Distributions
MER
as at
Risk
| Low | Medium | High | ||
Inception Date
Total value
Minimum Investment
Investment Goal
Combines a concentrated global equity portfolio with a high conviction U.S. and global fixed income allocation. Security selection is driven by bottom-up fundamental research. Managers look for valuation disparity in the market place to position the portfolio where the greatest risk/reward opportunities lie which typically runs counter to macro trends.
Key Reasons to Invest
- An unconstrained, go-anywhere global bottom-up asset allocation strategy that will invest across multiple asset classes, sectors, regions, countries and currencies in pursuit of a strong total return.
- A well-diversified, yet concentrated portfolio based on the highest conviction ideas of four experienced portfolio managers, that have more than 130 years combined investment experience
- Continuous collaboration between teams, 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 |
Commentaries