MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide a balance of income and capital growth by investing predominantly in a portfolio of investment grade company debt securities, government bonds, supranational bonds, asset backed securities, mortgage backed securities and other collective investment schemes issued in any geographical area. The fund is permitted to invest into derivatives for investment purposes and for the purposes of efficient portfolio management.

Fund Managers

David Rolley

David Rolley is a Vice President, Portfolio Manager and Co-Team Leader of the Global Fixed Income group and Emerging Market Debt group at Loomis, Sayles & Company. He has over 35 years of investment industry experience. Prior to joining Loomis Sayles in 1994, he was a principal and director of international capital market research at DRI/McGraw-Hill. His responsibilities included international interest rate and currency forecasting and risk management consulting. Mr. Rolley served previously as corporate vice president and senior U.S. economist for the institutional equity group at Drexel Burnham Lambert, and chief financial economist at Chase Econometrics. Mr. Rolley earned a BA from Occidental College and studied postgraduate economics at the University of Pennsylvania. He is a CFA® charterholder and is a past president of the Boston Association of Business Economists.

Lynda Schweitzer

Lynda Schweitzer is a Vice President of Loomis, Sayles & Company and Portfolio Manager for the global fixed-income group. She joined Loomis Sayles in 2001 as a global portfolio specialist and trader and has over 30 years of investment industry experience. Ms. Schweitzer worked previously for State Street Bank and Trust Co. She has also served as a global bond trader for both developed and emerging markets for Putnam Investments. Ms. Schweitzer earned her BA from the University of Rochester and her MBA from Boston University. She is a CFA® charterholder.

Scott M. Service

Scott Service is a Vice President of Loomis, Sayles & Company and a Portfolio Manager within the global fixed-income product team. He joined Loomis Sayles in 1995 and was named an analyst in 1999. Mr. Service started his investment career in 1992 and held financial accounting positions at both State Street Bank and PNC Bank. Mr. Service holds a BS from Babson College and an MBA from Bentley College. He is a CFA® charterholder.