Natixis Global Associates Renames Fund Family New name reflects name of parent company
BOSTON, MA (August 6, 2007) – Natixis Global Associates announced today that IXIS Advisor Funds, its family of 23 funds, will be renamed Natixis Funds. The move more closely aligns the fund family to its global parent company, Natixis Global Asset Management, and is part of an overall move to the Natixis name by what were formerly IXIS-branded entities.
In June, Natixis Global Asset Management announced that its distribution arm, formerly IXIS Global Associates, would become Natixis Global Associates, which is composed of Natixis Distributors L.P. and Natixis Asset Management Advisors, L.P.
"Our organization has long been recognized for its ability to offer investment diversification not just by asset class and investment discipline but also by investment manager and philosophy," said John T. Hailer, president and CEO of Natixis Global Associates. "At Natixis Funds, we continue to offer access to the independent thinking of our affiliated managers, now with the added strength that comes with an $835 billion global organization."
Under the IXIS brand, the firm's funds have earned an impressive record of success. The Barron's/Lipper 2006 fund family survey placed IXIS #2 out of 67 fund families for one-year performance, #1 out of 62 for five-year performance, and #2 out of 50 for ten-year performance.1 In addition, Financial Research Corporation (FRC) ranked the organization as the fastest growing fund complex in the U.S. in net mutual fund flows in 2006. FRC also ranked IXIS as the fastest growing fund complex in net flows for the 12-month period June 2006 – June 2007.2
In a related announcement, Natixis Distributors said that five individual funds have also adopted the Natixis name. The funds' objectives, strategies, and investment management subadvisors remain the same:
Natixis Cash Management Trust –
Money Market Series
The remaining funds in the Natixis Funds family continue to utilize the firm's focus on investment expertise by featuring the names of their underlying investment managers:
Equity Funds
Fixed Income Funds
AEW Real Estate Fund
Loomis Sayles Core Plus Bond Fund
CGM Advisor Targeted Equity Fund
Loomis Sayles High Income Fund
Hansberger International Fund
Loomis Sayles Investment Grade Bond Fund
Harris Associates Focused Value Fund
Loomis Sayles Limited Term Government and Agency Fund
Harris Associates Large Cap Value Fund
Loomis Sayles Massachusetts Tax Free Income Fund
Loomis Sayles Global Markets Fund
Loomis Sayles Municipal Income Fund
Loomis Sayles Growth Fund
Loomis Sayles Strategic Income Fund
Loomis Sayles Research Fund
Loomis Sayles Value Fund
Vaughan Nelson Small Cap Value Fund
Westpeak 130/30 Growth Fund
About Natixis Global Associates
Natixis Global Associates provides market-driven investment solutions to institutions, intermediaries, and individuals worldwide. Natixis Global Associates is part of Natixis Global Asset Management, an $835 billion4 investment organization.
Other firms affiliated with the organization include Active Investment Advisors;5 AEW Capital Management; Capital Growth Management; Caspian Capital Management; Hansberger Global Investors; Harris Alternatives; Harris Associates; Loomis, Sayles & Company; Managed Portfolio Advisors;5 Portfolio Management Partners;5 Reich & Tang Asset Management; Snyder Capital Management; Vaughan Nelson Investment Management; and Westpeak Global Advisors.
Natixis Distributors, L.P. (member NASD) and Natixis Asset Management Advisors, L.P. are both located at 399 Boylston Street, Boston, MA 02116. www.ga.natixis.com
1 The IXIS ranking was achieved using data from IXIS affiliated funds and includes the IXIS Advisor Funds, the Loomis Sayles Funds, the Oakmark Funds, and the Delafield Fund. For the period ending 12/31/06, IXIS ranked 2 out of 67 families for the one-year period, 1 out of 62 for the five-year period, and 2 out of 50 for the ten-year period. Fund family rankings are based on an asset-weighted formula measuring the net total returns of the funds offered by a fund family against those of all funds in its Lipper category, from which a percentile ranking is derived.
Past performance does not guarantee future results. Performance data quoted represents past performance, and current returns may be higher or lower. Share price and return will vary, and investors may have a gain or loss when they sell their shares. Click here for performance information current to the most recent month-end or visit www.loomissayles.com. Performance for other share classes will be greater or less than shown based on differences in fees and sales charges.
Certain share classes of Natixis Funds are subject to a sales charge; the Loomis Sayles Funds and Oakmark Funds are sold without sales charges. For more complete information on mutual funds offered by Natixis Distributors, L.P., please call 800-862-4863, or click here for a free mutual fund prospectus.
Investors should consider a fund's objective, risks and expenses carefully before investing. This and other information can be found in the fund's prospectus. Please read the prospectus carefully before investing.
2 Financial Research Corporation (FRC). Firms $10 billion and over in assets. 3 Active Investment Advisors, a division of Natixis Global Associates, replaced Hansberger Global Investors on the international segment of Natixis Moderate Diversified Portfolio effective 8/3/07. 4 As of 6/30/07. 5 A division of Natixis Asset Management Advisors, L.P.
