Natixis Investment Managers Takes First Place in Barron’s Best Fund Families Ranking for One-Year Performance
Natixis Fund Family’s Asset-Weighted Performance Outpaced Other Active Managers Tracked During the Same Period
BOSTON, March 12, 2018 – Natixis Investment Managers has won first place in the Barron’s / Lipper Top Fund Families rankings for one-year performance as featured in Barron’s March 12, 2018 issue, “Barron’s Best Fund Families.” This is the third time in five years that Natixis has placed at the top of the Barron’s rankings, having placed first for overall performance across its suite of US mutual funds for their performance in 20161 and 20132. The recognition from Barron’s was based on an evaluation of the performance for the Natixis Funds, which include AEW Capital Management, AlphaSimplex Group, Gateway Investment Advisers, McDonnell Investment Management, Mirova, Seeyond, and Vaughan Nelson Investment Management, as well as Loomis Sayles Funds, and Oakmark Funds from 2012 to 2017. Natixis also placed second for five-year performance in the 2017 Barron’s annual ranking.
“We are very proud to again be recognized for the excellent performance of our investment managers, which underscores the strength of our active management approach,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers. “Each of our investment managers has its own unique philosophy and approach to investing, and this recognition shows that although there is no ‘one size fits all’ investment strategy, a high-conviction, long-term approach can lead to strong performance across all asset classes.”
Natixis has been included in the Barron’s / Lipper Top Mutual Fund Families rankings for the past five years and was most recently ranked first out of 61 eligible fund families for one-year performance in 2016. Natixis was not eligible for the five-year performance ranking prior to 2017.
About Barron’s / Lipper 2017 Fund Family Rankings
Barron's/Lipper 2017 fund family ranking is based on 58 qualifying US fund companies. Ranking reflects fund total returns, excluding loads, 12b-1 fees, and expenses; fund family must have at least three actively managed funds or smart beta ETFs in Lipper’s general equity category, one world equity fund, one mixed equity fund, two taxable bond funds, and one tax-exempt bond fund. Past performance is no guarantee of future results.
Each fund’s return is measured against its Lipper category, includes dividends and capital gains, if any, and excludes 12b-1 fees and fund loads. Percentile ranking (100 the highest and 1 the lowest) is then weighted by asset size relative to the fund family’s other assets in its general classification. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2017 were general equity, 36.1%; mixed asset, 19.9%; world equity, 18.7%; taxable bond, 21.2%; and tax-exempt bond, 4%.The category weightings for the five-year results were general equity, 36.6%; world equity, 18.8%; mixed asset, 19.2%; taxable bond, 21.2%; and tax-exempt bond, 4.2%.
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 firms3 (€830.8 billion / $997.8 billion AUM4). 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®;5 AEW; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;6 Dorval Asset Management;7 Gateway Investment Advisers; H2O Asset Management;7 Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Managed Portfolio Advisors®;5 McDonnell Investment Management; Mirova;8 Natixis Asset Management; Ossiam; Seeyond;9 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.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 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.
Past performance is no guarantee of, and not necessarily indicative of, future results.
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 | SIPC
1 Barron's/Lipper 2016 one-year fund family ranking is based on 61 qualifying US fund companies. Ranking reflects fund total returns, excluding loads, 12b-1 fees, and expenses; fund family must have at least three funds in Lipper’s general equity category, one world equity, one mixed equity, two taxable bonds, and one tax-exempt bond fund. Natixis was not ranked for the 5- and 10-year periods. Past performance is no guarantee of future results.
2 One-year Barron's/Lipper 2013 fund family ranking based on 64 qualifying fund companies. Each fund family must have at least three funds in Lipper's general U.S.-stock category, one world (global and international), one mixed-asset/balanced (stocks and bonds), two taxable and one tax-exempt fund, and funds must have a one-year performance record. Past performance is no guarantee of future results.
3 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.
4 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.
5 A division of Natixis Advisors, L.P.
6 A brand of DNCA Finance.
7 A subsidiary of Natixis Asset Management.
8 A subsidiary of Natixis Asset Management. Operated in the U.S. through Natixis Asset Management U.S., LLC.
9 A brand of Natixis Asset Management. Operated in the U.S. through Natixis Asset Management U.S., LLC.
BOSTON, March 12, 2018 – Natixis Investment Managers has won first place in the Barron’s / Lipper Top Fund Families rankings for one-year performance as featured in Barron’s March 12, 2018 issue, “Barron’s Best Fund Families.” This is the third time in five years that Natixis has placed at the top of the Barron’s rankings, having placed first for overall performance across its suite of US mutual funds for their performance in 20161 and 20132. The recognition from Barron’s was based on an evaluation of the performance for the Natixis Funds, which include AEW Capital Management, AlphaSimplex Group, Gateway Investment Advisers, McDonnell Investment Management, Mirova, Seeyond, and Vaughan Nelson Investment Management, as well as Loomis Sayles Funds, and Oakmark Funds from 2012 to 2017. Natixis also placed second for five-year performance in the 2017 Barron’s annual ranking.
“We are very proud to again be recognized for the excellent performance of our investment managers, which underscores the strength of our active management approach,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers. “Each of our investment managers has its own unique philosophy and approach to investing, and this recognition shows that although there is no ‘one size fits all’ investment strategy, a high-conviction, long-term approach can lead to strong performance across all asset classes.”
Natixis has been included in the Barron’s / Lipper Top Mutual Fund Families rankings for the past five years and was most recently ranked first out of 61 eligible fund families for one-year performance in 2016. Natixis was not eligible for the five-year performance ranking prior to 2017.
About Barron’s / Lipper 2017 Fund Family Rankings
Barron's/Lipper 2017 fund family ranking is based on 58 qualifying US fund companies. Ranking reflects fund total returns, excluding loads, 12b-1 fees, and expenses; fund family must have at least three actively managed funds or smart beta ETFs in Lipper’s general equity category, one world equity fund, one mixed equity fund, two taxable bond funds, and one tax-exempt bond fund. Past performance is no guarantee of future results.
Each fund’s return is measured against its Lipper category, includes dividends and capital gains, if any, and excludes 12b-1 fees and fund loads. Percentile ranking (100 the highest and 1 the lowest) is then weighted by asset size relative to the fund family’s other assets in its general classification. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2017 were general equity, 36.1%; mixed asset, 19.9%; world equity, 18.7%; taxable bond, 21.2%; and tax-exempt bond, 4%.The category weightings for the five-year results were general equity, 36.6%; world equity, 18.8%; mixed asset, 19.2%; taxable bond, 21.2%; and tax-exempt bond, 4.2%.
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 firms3 (€830.8 billion / $997.8 billion AUM4). 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®;5 AEW; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;6 Dorval Asset Management;7 Gateway Investment Advisers; H2O Asset Management;7 Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Managed Portfolio Advisors®;5 McDonnell Investment Management; Mirova;8 Natixis Asset Management; Ossiam; Seeyond;9 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.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 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.
Past performance is no guarantee of, and not necessarily indicative of, future results.
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 | SIPC
2 One-year Barron's/Lipper 2013 fund family ranking based on 64 qualifying fund companies. Each fund family must have at least three funds in Lipper's general U.S.-stock category, one world (global and international), one mixed-asset/balanced (stocks and bonds), two taxable and one tax-exempt fund, and funds must have a one-year performance record. Past performance is no guarantee of future results.
3 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.
4 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.
5 A division of Natixis Advisors, L.P.
6 A brand of DNCA Finance.
7 A subsidiary of Natixis Asset Management.
8 A subsidiary of Natixis Asset Management. Operated in the U.S. through Natixis Asset Management U.S., LLC.
9 A brand of Natixis Asset Management. Operated in the U.S. through Natixis Asset Management U.S., LLC.
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