Investment Offerings
For investors, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision-making can provide meaningful insights into how and why a particular manager generates alpha.
Range of Strategies
TEAM ASSETS: $80.6 BILLION AS OF 6/30/2024*
*These assets include managed accounts, proprietary mutual funds, sub-advisory relationships and institutional separate accounts.
Institutional Strategies
For institutional investors only; standard minimum investment of $20M.
The AUMs noted are updated quarterly.
Large Cap Growth
The Large Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
All Cap Growth
The All Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 3000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Global Growth
The Global Growth strategy seeks to produce long-term, excess returns vs. the MSCI All Country World Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
International Growth
The International Growth strategy seeks to produce long-term, excess returns vs. the MSCI All Country World ex USA Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Long/Short Growth Equity
The Long/Short Growth Equity seeks to generate attractive long-term absolute positive returns regardless of market direction.
Inception as of 2/1/2012
Learn MoreMutual Funds
Institutional Class shares (Class Y, Class I) are available to institutional investors only; minimum initial investment of $100,000.
The AUMs noted are updated monthly.
Global Growth Fund
The Global Growth Fund seeks long-term growth of capital.
International Growth Fund
The International Growth Fund seeks long-term growth of capital.
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Morningstar Medalist Rating™ is not a credit or risk rating. It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Morningstar’s analysts use this five pillar evaluation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis.
Analysts consider quantitative and qualitative factors in their research, but the assessment and weighting of each of the five pillars is driven by the analyst’s overall assessment and overseen by Morningstar’s Analyst Rating Committee. The approach serves not as a formula but as a framework to ensure consistency across Morningstar’s global coverage universe.
The Morningstar Medalist Rating™ scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. A fund with “Gold” rating distinguishes itself across the five pillars and has garnered the analysts’ highest level of conviction. A fund with a “Silver” rating has notable advantages across several, but perhaps not all, of the five pillars—strengths that give the analysts a high level of conviction. A “Bronze”—rated fund has advantages that outweigh the disadvantages across the five pillars, with sufficient level of analyst conviction to warrant a positive rating. A fund with a “Neutral” rating isn’t seriously flawed across the five pillars, nor does it distinguish itself very positively. A “Negative” rated fund is flawed in at least one if not more pillars and is considered an inferior offering to its peers. For more detailed information about the Morningstar Medalist Rating™, including its methodology, please go to global.morningstar.com/managerdisclosures/.
The Morningstar Medalist Rating™ should not be used as the sole basis in evaluating a mutual fund. Morningstar Medalist Rating™ are based on Morningstar’s current expectations about future events; therefore, in no way does Morningstar represent ratings as a guarantee nor should they be viewed by an investor as such. Morningstar Medalist Rating™ involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Please visit www.loomissayles.com or call 800-225-5478 for a prospectus and a summary prospectus, if available, containing this and other information. Read it carefully.
Natixis Distribution, LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
Managed Accounts
A Managed Account is a more customized investment than a mutual fund. It is model-based and the investment manager will have the ability to customize per client request.
The AUMs noted are updated quarterly.
Large Cap Growth Managed Account
The Large Cap Growth Managed Account strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Global Growth Managed Account
The Global Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI All Country World Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
International Growth Managed Account
The International Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI All Country World ex USA Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Inception as of 1/01/2020
Learn MoreThere is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
ETF
The AUMs noted are updated monthly.
Natixis Loomis Sayles Focused Growth ETF
The Natixis Loomis Sayles Focused Growth ETF seeks to produce long-term growth of capital.
This ETF is different from traditional ETFs – traditional ETFs tell the public what assets they hold each day; this ETF will not. This may create additional risks. For example, since this ETF provides less information to traders, they may charge you more money to trade this ETF’s shares. Also, the price you pay to buy or sell ETF shares on an exchange may not match the value of the ETF’s portfolio. These risks may be even greater in bad or uncertain markets. See the ETF prospectus for more information.
Natixis Loomis Sayles Focused Growth ETF Risks: The principal risks of investing in the fund include New Fund Risk, ETF General Risk, Active ETF Risk, Equities Securities Risk, Small and Mid-Cap Stocks Risk, Non-Diversified Risk, Growth Stocks Risk, Predatory Trading Practices Risk, Proxy Portfolio Structure Risk, Authorized Participant Concentration Risk, Trading Issues Risk, Premium/Discount Risk.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
Annual tax information VIEW
Check the background of investment professionals on FINRA’s BrokerCheck GO TO BROKERCHECK
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus, if available, containing this and other information on this website. Read it carefully.
Natixis Distributors, LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Focused Growth ETF. Natixis Distribution, LLC is a marketing agent.
ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC
Loomis Sayles Funds | 800.633.3330
Disclosure
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the Growth Equity Strategies Team only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
There are significant differences between Institutional Strategies and Mutual Funds, including, but not limited to, minimum account size, cost, and liquidity. Please consider these differences before investing.
Commodity, interest and derivative trading involves substantial risk of loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of, and not necessarily indicative of, future results.
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