The Global Allocation strategy seeks to provide equity-like returns with less volatility
Primary Benchmark:
65% MSCI All Country World Index, 35% Bloomberg Global Aggregate Index
Strategy Highlights
- Global diversification across major asset classes and markets has helped reduce portfolio risk historically without compromising long-term return
- Focus on absolute return
- Unconstrained, flexible mandate leverages Loomis Sayles' deep global equity and fixed income resources
The Composite includes all discretionary separate and commingled accounts with market values greater than $50 million managed by Loomis Sayles with balanced investment objective guidelines seeking a global equity strategy that also incorporates high conviction domestic and foreign fixed income in an effort to capitalize on opportunity, generate attractive risk-return characteristics, and increase yield potential. The Composite inception date is July 1, 1996. The Composite was created in 2007