Natixis Investment Managers Affiliated Funds Earn 2018 US Thomson Reuters Lipper Fund Awards
BOSTON, February 28, 2018 – Natixis Investment Managers announced that five affiliate-managed funds earned 2018 US Thomson Reuters Lipper Fund Awards for consistently strong risk-adjusted performance relative to peers. Loomis, Sayles & Company; Harris Associates / Oakmark Funds; and Gateway Investment Advisers were recognized during an annual ceremony held on February 27 in New York.
About Thomson Reuters Lipper Fund Awards
For more than three decades and in over 20 countries worldwide, the Thomson Reuters Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period, are recognized.
Lipper Fund Classification Award
For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns compared with peers. The highest Lipper Leader for Consistent Return (Effective Return) value determines the fund classification winner for each period. Lipper classification awards are given for the 3-, 5-, and 10-year periods and do not include the effect of sales charges. Past performance is no guarantee of, and not necessarily indicative of, future results.
From Thomson Reuters Lipper Awards, © 2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active ThinkingSM to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($997.8 billion AUM2).
Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Managed Portfolio Advisors®;3 McDonnell Investment Management; Mirova;6 Natixis Asset Management; Ossiam; Seeyond;7 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Private Equity Division, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Not all offerings available in all jurisdictions. For additional information, please visit the company’s website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A.
About Gateway Investment Advisers
Gateway is a Cincinnati-based investment management firm with a 40-year history of low volatility equity investing and one of the industry’s longest-running option-based risk management programs. With an inception date in 1977, the firm’s flagship mutual fund, Gateway Fund, has one of the longest track records for funds of its type in the industry. The firm’s other low volatility equity offerings include Gateway Equity Call Premium Fund, sub-advised closed-end fund and variable insurance mandates, pension fund mandates and private accounts for individuals. Gateway’s assets under management totaled $12.4 billion as of December 31, 2017.2
About Oakmark and Harris Associates L.P.
The Oakmark Funds are a $94 billion (as of December 31, 2017) mutual fund family that utilizes a long-term value investment approach. Oakmark’s investment philosophy centers on the belief that superior long-term results are achieved through investing in companies priced at a significant discount to their true economic value, with strong growth prospects and owner-oriented management teams. More information about the Oakmark Global Select Fund and other funds in the Oakmark family is available at oakmark.com.
Harris Associates L.P., a Chicago-based investment management firm founded in 1976, serves as the Adviser to the Oakmark Funds. Harris Associates also manages US, international and global portfolios for institutional and high net worth investors worldwide. Including Oakmark, assets under management at Harris Associates totaled approximately $140 billion as of December 31, 2017.2 More information about Harris Associates is available at harrisassoc.com.
About Loomis Sayles
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $253.5 billion in assets as of December 31, 2017.2
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 (for Oakmark Global Select Fund, call 1-800-OAKMARK) for a prospectus or a summary prospectus containing this and other information. Read it carefully.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, L.P. 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. Member FINRA l SIPC.
1 Cerulli Quantitative Update: Global Markets 2017 ranked Natixis Investment Managers (formerly Natixis Global Asset Management) as the 15th largest asset manager in the world based on assets under management as of December 31, 2016.
2 Net asset value as of December 31, 2017. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.
3 A division of Natixis Advisors, L.P.
4 A brand of DNCA Finance.
5 A subsidiary of Natixis Asset Management.
6 A subsidiary of Natixis Asset Management. Operated in the US through Natixis Asset Management U.S., LLC.
7 Formerly an investment division within Natixis Asset Management, Seeyond became an independent global affiliate of Natixis Investment Managers effective January 1, 2018. Seeyond is operated in the U.S. through Natixis Asset Management U.S., LLC (Natixis AM U.S.). Natixis AM U.S., which launched in 2014, is majority-owned by Natixis Asset Management (Natixis AM) and minority-owned by Mirova, which is in turn wholly-owned by Natixis AM. Natixis AM U.S. had €467M / $561M / £415M in assets under management as of 12/31/17.
- Gateway Fund, Y Class [GTEYX] – Ranked #1 based on 13 eligible US funds (41 share classes) for the five-year period ending November 30, 2017 for the Alternative Equity Market Neutral Funds category.
- Oakmark Global Select Fund, Investor Class [OAKWX] – Ranked #1 based on 11 eligible US funds (35 share classes) for the three-year period and 10 eligible US funds (27 share classes) for the five-year period ending November 30, 2017 for the Global Large-Cap Value Funds category.
- Loomis Sayles Senior Floating Rate and Fixed Income Fund, A Class [LSFAX] – Ranked #1 based on 51 eligible US funds (199 share classes) for the three-year period and 37 eligible US funds (155 share classes) for the five-year period ending November 30, 2017 for the Loan Participation Funds category.
- Loomis Sayles Core Plus Bond Fund, Y Class [NERYX] – Ranked #1 based on 43 eligible US funds (110 share classes) for the 10-year period ending November 30, 2017 for the Core Plus Bond Funds category.
- Loomis Sayles Limited Term Government and Agency Fund, Y Class [NELYX] – Ranked #1 based on 10 eligible US funds (21 share classes) for the 10-year period ending November 30, 2017 for the Short-Intermediate US Government Funds category.
About Thomson Reuters Lipper Fund Awards
For more than three decades and in over 20 countries worldwide, the Thomson Reuters Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period, are recognized.
Lipper Fund Classification Award
For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns compared with peers. The highest Lipper Leader for Consistent Return (Effective Return) value determines the fund classification winner for each period. Lipper classification awards are given for the 3-, 5-, and 10-year periods and do not include the effect of sales charges. Past performance is no guarantee of, and not necessarily indicative of, future results.
From Thomson Reuters Lipper Awards, © 2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active ThinkingSM to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($997.8 billion AUM2).
Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Managed Portfolio Advisors®;3 McDonnell Investment Management; Mirova;6 Natixis Asset Management; Ossiam; Seeyond;7 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Private Equity Division, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Not all offerings available in all jurisdictions. For additional information, please visit the company’s website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A.
About Gateway Investment Advisers
Gateway is a Cincinnati-based investment management firm with a 40-year history of low volatility equity investing and one of the industry’s longest-running option-based risk management programs. With an inception date in 1977, the firm’s flagship mutual fund, Gateway Fund, has one of the longest track records for funds of its type in the industry. The firm’s other low volatility equity offerings include Gateway Equity Call Premium Fund, sub-advised closed-end fund and variable insurance mandates, pension fund mandates and private accounts for individuals. Gateway’s assets under management totaled $12.4 billion as of December 31, 2017.2
About Oakmark and Harris Associates L.P.
The Oakmark Funds are a $94 billion (as of December 31, 2017) mutual fund family that utilizes a long-term value investment approach. Oakmark’s investment philosophy centers on the belief that superior long-term results are achieved through investing in companies priced at a significant discount to their true economic value, with strong growth prospects and owner-oriented management teams. More information about the Oakmark Global Select Fund and other funds in the Oakmark family is available at oakmark.com.
Harris Associates L.P., a Chicago-based investment management firm founded in 1976, serves as the Adviser to the Oakmark Funds. Harris Associates also manages US, international and global portfolios for institutional and high net worth investors worldwide. Including Oakmark, assets under management at Harris Associates totaled approximately $140 billion as of December 31, 2017.2 More information about Harris Associates is available at harrisassoc.com.
About Loomis Sayles
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $253.5 billion in assets as of December 31, 2017.2
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 (for Oakmark Global Select Fund, call 1-800-OAKMARK) for a prospectus or a summary prospectus containing this and other information. Read it carefully.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, L.P. 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. Member FINRA l SIPC.
2 Net asset value as of December 31, 2017. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.
3 A division of Natixis Advisors, L.P.
4 A brand of DNCA Finance.
5 A subsidiary of Natixis Asset Management.
6 A subsidiary of Natixis Asset Management. Operated in the US through Natixis Asset Management U.S., LLC.
7 Formerly an investment division within Natixis Asset Management, Seeyond became an independent global affiliate of Natixis Investment Managers effective January 1, 2018. Seeyond is operated in the U.S. through Natixis Asset Management U.S., LLC (Natixis AM U.S.). Natixis AM U.S., which launched in 2014, is majority-owned by Natixis Asset Management (Natixis AM) and minority-owned by Mirova, which is in turn wholly-owned by Natixis AM. Natixis AM U.S. had €467M / $561M / £415M in assets under management as of 12/31/17.
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