Loomis Sayles Global Equity
IML0341AU
Loomis Sayles Global Equity IML0341AU Strategy
The Fund invests primarily in common stocks of companies globally. The Fund invests in the securities of companies with three alpha drivers: quality, intrinsic value growth and valuation. The Fund focusses on approximately 35-65 securities which demonstrate these three alpha drivers. The Fund employs a style agnostic approach to finding opportunities, therefore avoiding sub-optimal constraints of style box characteristics.
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
funds
Listed Investment Companies monthly performance: December 2025
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).
funds
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,204.60 | 56.50 | 0.62% |
| CAC 40 | 8,209.36 | 29.86 | 0.37% |
| DAX 40 | 24,627.89 | 152.90 | -0.62% |
| Dow JONES (US) | 49,197.49 | 210.17 | -0.43% |
| FTSE 100 | 10,366.48 | 51.89 | 0.50% |
| HKSE | 26,847.32 | 12.55 | 0.05% |
| NASDAQ | 23,255.19 | 336.92 | -1.43% |
| Nikkei 225 | 54,293.36 | 427.30 | -0.78% |
| NZX 50 Index | 13,467.29 | 54.85 | 0.41% |
| S&P 500 | 6,904.93 | 71.51 | -1.03% |
| S&P/ASX 200 | 8,927.80 | 75.50 | 0.85% |
| SSE Composite Index | 4,102.20 | 34.46 | 0.85% |