Loomis Sayles Global Bond Fund Class N (LSGNX)

Overview

The fund described focuses on fixed-income securities, aiming to invest a significant portion of its net assets in a variety of bonds and similar economic instruments. With a strategy that accommodates both investment-grade and below investment-grade securities worldwide, it leverages a diverse approach to maximize returns while managing risk. The fund's flexibility to invest up to 20% of its assets in "junk bonds" allows it to pursue higher yield opportunities beyond the confines of traditional investment-grade securities.

Products and Services

The fund's investment strategy encompasses a broad range of fixed-income securities, each selected based on thorough economic analysis to suit its portfolio. The primary products and services include:

• Investment-Grade Bonds: A cornerstone of the fund's portfolio, these bonds offer a balanced risk-return profile. They are primarily issued by entities with a high credit rating, indicating lower risk of default compared to their below investment-grade counterparts.
• Below Investment-Grade Bonds (Junk Bonds): Up to 20% of the fund's assets may be allocated to these higher-yield, higher-risk securities. Junk bonds are issued by companies with lower credit ratings, providing an opportunity for investors to pursue greater returns, albeit with an increased risk of default.
• Global Investment Opportunities: The fund's global investment strategy allows for diversification across various markets and economies, minimizing the risk associated with any single geographic area or economic sector.
• Fixed-Income Securities: Beyond traditional bonds, the fund invests in notes, debentures, and loans, among other fixed-income instruments. This diversification within the category of fixed-income investments enables the fund to leverage different economic characteristics and interest rate environments to optimize returns.