Loomis Sayles Senior Floating Rate Loan
IAM0006AU
Loomis Sayles Senior Floating Rate Loan IAM0006AU Strategy
The focus is on delivering returns traditionally associated with loans while seeking a relatively low risk profile. The portfolio managers seek to construct diversified portfolios that can help clients achieve portfolio efficiency, with the addition of alpha potential, delivered using a strong credit focus. Portfolio managers also seek to avoid adding risk when it is not commensurate with return (e.g. in general, second lien loans). Loomis Sayles sets out to continuously deliver "conservative bank loans" as a strategy.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
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How to tell if a fund or ETF will likely underperform
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Listed Investment Companies monthly performance: February 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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- Active Australian Equity Funds
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- Active Australian Listed Property Funds
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- Active Global Infrastructure Funds
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- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
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Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,898.90 | 37.90 | 0.48% |
| CAC 40 | 8,023.26 | 41.75 | 0.52% |
| DAX 40 | 17,837.40 | 67.38 | 0.38% |
| Dow JONES (US) | 37,775.38 | 22.07 | 0.06% |
| FTSE 100 | 7,877.05 | 29.06 | 0.37% |
| HKSE | 16,385.87 | 134.03 | 0.82% |
| NASDAQ | 15,601.50 | 81.87 | -0.52% |
| Nikkei 225 | 38,079.70 | 117.90 | 0.31% |
| NZX 50 Index | 11,794.44 | 41.60 | -0.35% |
| S&P 500 | 5,011.12 | 11.09 | -0.22% |
| S&P/ASX 200 | 7,642.10 | 36.50 | 0.48% |
| SSE Composite Index | 3,074.22 | 2.84 | 0.09% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.03 | 0.00 | -2.86% |
| Imugene Ltd IMU | 0.08 | 0.01 | -6.02% |
| EML Payments Ltd EML | 1.00 | 0.00 | 0.00% |
| Myer Holdings Ltd MYR | 0.72 | 0.01 | 1.41% |
| Pantoro Ltd PNR | 0.09 | 0.01 | 6.10% |
| Zip Co Ltd ZIP | 1.14 | 0.04 | -2.98% |
| Renascor Resources Ltd RNU | 0.11 | 0.00 | 0.00% |
| Orora Ltd ORA | 2.15 | 0.08 | 3.86% |
| Red 5 Ltd RED | 0.43 | 0.00 | 0.00% |
| Alligator Energy Ltd AGE | 0.06 | 0.00 | -3.51% |