There is no fund performance to report at this time due to its recent inception.

Credit Income Opportunities Fund

The Credit Income Opportunities Fund seeks high total rate of return through a combination of current income and capital appreciation

Overview

Fund Details

Portfolio Managers

Matt Eagan, CFA

Head of the Full Discretion Team, Portfolio Manager

35 years Industry Experience
28 years Tenure at Loomis Sayles

Peter Sheehan

Portfolio Manager, Credit Strategist

18 years Industry Experience
13 years Tenure at Loomis Sayles

Eric Williams

Portfolio Manager, Private Credit Strategist

15 years Industry Experience
1 year Tenure at Loomis Sayles

Associate Portfolio Manager*

Chris Romanelli, CFA

Portfolio Manager, Associate Portfolio Manager, High Yield Corporate Strategist

20 years Industry Experience
15 years Tenure at Loomis Sayles

About the Team

Full Discretion

High-conviction, active credit investors focused on results.

$85.8B assets under management (as of 3/31/2026)
View All Documents

Team assets under management are aggregated from all vehicles managed by the team.

Our Performance data shown represents past performance and is no guarantee of future results.

Strategy Highlights

  • Sourcing public and private opportunities that seek to offer greater premiums due to complexity and illiquidity
  • Flexible investment in cross-sector opportunities throughout the credit cycle guided by our risk premium framework
  • High conviction credit manager employing a repeatable process for deep fundamental research, issue selection and opportunities for convexity

Investment Strategy

  • A blended approach to public and private credit
  • Focus on maximizing income while seeking to minimize permanent loss
  • High conviction, active credit manager
  • Repeatable, deep value equity-like approach to fundamental research and issue selection
  • Risk awareness tools overlay fundamental investment process

Documents

Important Disclosures

*Associate Portfolio Managers do not have discretion over the strategy.

Investing involves risk, including possible loss of principal. 

There is no guarantee that the investment objective will be realized or that the fund will generate positive or excess return.

Diversification does not ensure a profit or guarantee against a loss.

Principal risks: When Interest-Rates rise, bond prices fall and vice versa. Long term securities tend to rise and fall more than short-term securities. Liquidity risk exists with the difficulty of purchasing or selling a security at an advantageous price or time. A lack of liquidity may cause the investment value to decline. Foreign Non-US securities may be more volatile as a result of political, regulatory, market and economic uncertainties associated with such securities. Fluctuations in currency exchange rates may negatively affect the value of the investment or reduce returns. These risks are magnified in emerging and developing markets. Credit risk of the issuer for a fixed-income security may fail to make timely payments of interest, principal, or to otherwise honor its obligations that is reflected by the bond’s credit rating. If the issuer’s financial strength deteriorates, the issuer’s rating may be lowered and the bond’s value may decline. Below-investment-grade securities are investments in fixed income securities with lower ratings (commonly known as “junk bonds”) that tend to have a higher probability that an issuer will default or fail to meet its payments obligations. For a Repurchase program, there is no guarantee that an investor will be able to sell all of the shares that the investor desires to sell through the Fund’s intended quarterly share repurchase program. Closed-End Interval Fund: The Fund is a non-diversified, closed-end investment company structured as an “interval fund” and designed primarily for long-term investors. The Fund is not intended to be a typical traded investment. There is no secondary market for the Fund’s shares, and the Fund expects that no secondary market will develop. You should not invest in the Fund if you need a liquid investment. Closed-end funds differ from open-end investment companies, commonly known as mutual funds, in that investors in a closed-end fund do not have the right to redeem their shares on a daily basis at a price based on net asset value (NAV). Although the Fund, as a fundamental policy, will make quarterly offers to repurchase at least 5% and up to 25% of its outstanding shares at NAV, the number of shares tendered in connection with a repurchase offer may exceed the number of shares the Fund has offered to repurchase, in which case not all of your shares tendered in that offer will be repurchased. If shareholders tender for repurchase more than the repurchase offer amount for a given repurchase offer, the Fund may, but is not required to, repurchase an additional number of shares not to exceed 2% of the outstanding shares of the Fund on the repurchase request deadline (i.e., the date by which shareholders can tender their shares in response to a repurchase offer). In connection with any given repurchase offer, the Fund may offer to repurchase only the minimum amount of 5% of its outstanding shares. Hence, you may not be able to sell your shares when and/or in the amount that you desire.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information on this website. Read it carefully.

Natixis Distribution, LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

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