Funds by Portfolio Application

What are your investment goals?

Every investor has different goals and priorities. That’s why Natixis offers a broad range of funds designed to address a variety of specific concerns.

   Portfolio Applications

Focus on Income

These funds pursue income and total return from a variety of sources, including government and corporate bonds, floating rate securities, municipal securities and dividend paying stocks.

AEWGlobal Focused Real Estate Fund

Alternative income and return potential from active REIT manager. Value-oriented equity strategy diversified across property types and geographic regions.

  • $34.42 million Total Net Assets (as of 04/25/2024)
  • Global Real Estate Morningstar Category™

Loomis SaylesBond Fund

Benchmark-agnostic multisector fund, actively managed by the Loomis Full Discretion Team.

  • $4.34 billion Total Net Assets (as of 04/25/2024)
  • Multisector Bond Morningstar Category™

Loomis SaylesCore Plus Bond Fund

Benchmark-aware, relative return fixed income fund that combines traditional government securities with sectors outside the benchmark to pursue alpha.

  • $7.54 billion Total Net Assets (as of 04/25/2024)
  • Intermediate Core-Plus Bond Morningstar Category™

Loomis SaylesGlobal Bond Fund

A primarily investment grade fund that invests globally across government, corporate and asset-backed securities as well as currencies.

  • $373.76 million Total Net Assets (as of 04/25/2024)
  • Global Bond Morningstar Category™

Loomis SaylesHigh Income Fund

Actively managed high yield bond fund that pursues competitive income from lower-credit-quality bonds.

  • $42.55 million Total Net Assets (as of 04/25/2024)
  • High Yield Bond Morningstar Category™

Loomis SaylesInflation Protected Securities Fund

Actively managed TIPS fund to help hedge against inflation, with the flexibility to invest in high yield corporate and other securities to add diversification and yield potential.

  • $105.74 million Total Net Assets (as of 04/25/2024)
  • Inflation-Protected Bond Morningstar Category™

Loomis SaylesInvestment Grade Bond Fund

Opportunistic, value-oriented fixed income portfolio actively managed by the Loomis Full Discretion Team.

  • $11.62 billion Total Net Assets (as of 04/25/2024)
  • Intermediate Core-Plus Bond Morningstar Category™

Loomis SaylesLimited Term Government and Agency Fund

Actively managed since inception in 1989, pursuing total return from a conservative, high-quality, shorter-duration portfolio of fixed income securities.

  • $738.12 million Total Net Assets (as of 04/25/2024)
  • Short Government Morningstar Category™

Loomis SaylesSenior Floating Rate and Fixed Income Fund

Flexible floating rate loan allocation to help mitigate interest rate risk and provide diversification as bank loans typically have low correlation to traditional fixed income and equity markets.

  • $799.25 million Total Net Assets (as of 04/25/2024)
  • Bank Loan Morningstar Category™

Loomis SaylesStrategic Alpha Fund

Built on a flexible framework, the fund invests across global fixed income markets and seeks to provide consistent risk-adjusted investment results throughout market cycles.

  • $548.40 million Total Net Assets (as of 04/25/2024)
  • Nontraditional Bond Morningstar Category™

Loomis SaylesStrategic Income Fund

Benchmark-agnostic multisector fund, actively managed by the Full Discretion team.

  • $2.70 billion Total Net Assets (as of 04/25/2024)
  • Multisector Bond Morningstar Category™

MirovaGlobal Green Bond Fund

Actively managed fund that pursues sustainable long-term returns from bonds issued to finance projects with positive environmental impact.

  • $39.86 million Total Net Assets (as of 04/25/2024)
  • Global Bond-USD Hedged Morningstar Category™

Natixis Loomis Sayles Short Duration Income ETF (LSST)

Actively managed short-term bond ETF which leverages Loomis Sayles credit and securitized research and seeks current income consistent with the preservation of capital.

  • $17.80 million Total Net Assets (as of 04/25/2024)
  • Short-Term Bond Morningstar Category™

OakmarkBond Fund

Opportunistic fixed income fund with a bottom-up security selection process and flexible approach that aims to deliver alpha.

  • N/A Total Net Assets (as of 03/31/2024)
  • Intermediate Core-Plus Bond Morningstar Category™

WCMQuality Dividend Growth Fund

Investing in high-quality companies with a culture of dividend payment and dividend growth may result in above-average returns over time, with reduced volatility.

  • $7.16 million Total Net Assets (as of 04/25/2024)
  • N/A Morningstar Category™

Investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

ALPS Distributors, Inc. is the distributor for the Natixis Gateway Quality Income ETF, Natixis Loomis Sayles Focused Growth ETF, Natixis Loomis Sayles Short Duration Income ETF, the Natixis Vaughan Nelson Mid Cap ETF, and the Natixis Vaughan Nelson Select ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.

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