Loomis Sayles Global Bond Fund Retail Class (LSGLX)

Overview

The fund operates as an investment entity that focuses primarily on allocating its net assets into fixed-income securities. This includes a significant portion of its resources dedicated to investment-grade fixed-income securities on a global scale. It is designed to cater to investors looking to diversify their portfolio into the fixed-income market while also providing a structure that allows for a portion of its investment in higher-risk, below investment-grade securities, often referred to as "junk bonds". This blend aims to balance investment risk with potential returns from various global opportunities in fixed-income investments.

Products and Services

• Investment-grade Fixed-income Securities

  These are bonds and other forms of debt that have been rated by credit rating agencies as being of high enough quality to pose a relatively low risk of default. Investing in these securities is the fund's primary focus, offering investors exposure to stable income streams from issuers worldwide deemed to have a strong capacity to meet their financial commitments.

• Below Investment-grade Fixed-income Securities (Junk Bonds)

  Contrary to investment-grade securities, these are higher-risk fixed-income investments that are rated below the investment-grade threshold by credit rating agencies. The fund allocates up to 20% of its assets in these securities, aiming to enhance potential returns for investors by taking on a higher risk. Junk bonds typically offer higher yields to compensate investors for this increased credit risk.