IA Clarington Loomis Global Allocation Fund

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

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

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Distribution frequency:

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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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