Short Government Only Managed Account
The Short Government Only Managed Account
strategy seeks to outperform the Bloomberg US Government 1-3 Year Index while maintaining a benchmark-aware risk return objective
Portfolio Management
Chris Harms
Pramila Agrawal
Primary Benchmark
Bloomberg US Government 1-3 Year Index
Strategy Facts
Strategy Inception: 7/1/2019
Composite Inception: 9/1/2019
Strategy Highlights
- Investment flexibility is constrained to investments in US government only securities rated AA or higher
- Duration band: +/- 1/2 year relative to the index
- Typical portfolio: approximately 10-25 issues
- All investments must be US dollar denominated
The Composite includes all discretionary Managed Accounts with market values greater than $50,000 managed by Loomis Sayles with investment guidelines prescribing investment in liquid U.S. dollar denominated bonds that do not allow high yield and has a benchmark of the Bloomberg U.S. Government 1-3 Year Index. Proprietary quantitative models are employed in portfolio construction and risk assessment. Loomis Sayles’s security level research and tactical sector allocation are primary alpha sources for this product. Yield curve and duration management are additional tools utilized by the portfolio management team. The Composite inception date is September 1, 2019. The Composite was created in 2019.
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Year-to-Date Performance as of 3/24/2023 Month-End Performance as of -1/-1/-1 Cumulative
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Quarter-End Performance as of -1/-1/-1 Cumulative
Total Return | Class NA |
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Average Annualized
Total Return | Class NA |
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Lipper Ranking as of -1/-1/-1 | |
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| 1 Year | / | | 3 Years | / | | 5 Years | / | | 10 Years | / | | Lipper Category: NA |
Morningstar Ranking as of -1/-1/-1 | |
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| 1 Year | / | | 3 Years | / | | 5 Years | / | | 10 Years | / | | Morningstar Category: NA |
Lipper and Morningstar rankings are based on total returns calculated by each ranking entity. Rankings do not take into account sales charges, if applicable, but include reinvestment of dividends and capital gains, if any.
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Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. Total return and value will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. Returns include changes in share price and reinvestment of dividends and capital gains, if any.
Lipper Analytical Services Inc., a Thomson Reuters Company, is a nationally recognized organization that provides performance information for mutual funds. Copyright 2023 © Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
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Monthly as of -1/-1/-1
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Quarterly as of -1/-1/-1
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| 0.0% | 0.0% | | 0.0% | 0.0% | | Country Distribution | Fund | Index |
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