09/16/2024 | Press release | Distributed by Public on 09/16/2024 08:21
Supplement dated September 16, 2024 to the Loomis Sayles Funds Statements of Additional Information, dated February 1, 2024 and May 1, 2024, Natixis Funds Statements of Additional Information, dated February 1, 2024, April 1, 2024, May 1, 2024 and June 1, 2024, and the Natixis ETFs Statements of Additional Information, dated May 1, 2024, as may be revised or supplemented from time to time, for the following funds:
AEW Global Focused Real Estate Fund |
Loomis Sayles Strategic Income Fund |
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Gateway Equity Call Premium Fund |
Mirova Global Green Bond Fund |
|
Gateway Fund |
Mirova Global Sustainable Equity Fund |
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Loomis Sayles Bond Fund |
Mirova International Sustainable Equity Fund |
|
Loomis Sayles Core Plus Bond Fund |
Natixis Gateway Quality Income ETF |
|
Loomis Sayles Fixed Income Fund |
Natixis Loomis Sayles Focused Growth ETF |
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Loomis Sayles Global Allocation Fund |
Natixis Loomis Sayles Short Duration Income ETF |
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Loomis Sayles Global Bond Fund |
Natixis Oakmark Fund |
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Loomis Sayles Global Growth Fund |
Natixis Oakmark International Fund |
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Loomis Sayles Growth Fund |
Natixis Target Retirement 2015 Fund® |
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Loomis Sayles High Income Fund |
Natixis Target Retirement 2020 Fund® |
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Loomis Sayles High Income Opportunities Fund |
Natixis Target Retirement 2025 Fund® |
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Loomis Sayles Inflation Protected Securities Fund |
Natixis Target Retirement 2030 Fund® |
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Loomis Sayles Institutional High Income Fund |
Natixis Target Retirement 2035 Fund® |
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Loomis Sayles Intermediate Duration Bond Fund |
Natixis Target Retirement 2040 Fund® |
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Loomis Sayles International Growth Fund |
Natixis Target Retirement 2045 Fund® |
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Loomis Sayles Investment Grade Bond Fund |
Natixis Target Retirement 2050 Fund® |
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Loomis Sayles Investment Grade Fixed Income Fund |
Natixis Target Retirement 2055 Fund® |
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Loomis Sayles Limited Term Government and Agency Fund |
Natixis Target Retirement 2060 Fund® |
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Loomis Sayles Securitized Asset Fund |
Natixis Target Retirement 2065 Fund® |
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Loomis Sayles Senior Floating Rate and Fixed Income Fund |
Natixis U.S. Equity Opportunities Fund |
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Loomis Sayles Small Cap Growth Fund |
Natixis Vaughan Nelson Select ETF |
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Loomis Sayles Small Cap Value Fund |
Vaughan Nelson Mid Cap Fund |
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Loomis Sayles Small/Mid Cap Growth Fund |
Vaughan Nelson Select Fund |
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Loomis Sayles Strategic Alpha Fund |
Vaughan Nelson Small Cap Value Fund |
Effective September 11, 2024, Marina Gross has been appointed as an Interested Trustee to the Board of Trustees of Natixis Funds Trust I, Natixis Funds Trust II, Natixis Funds Trust IV, Loomis Sayles Fund I, Loomis Sayles Funds II, Gateway Trust, Natixis ETF Trust and Natixis ETF Trust II (the "Trusts"). Accordingly, the following is hereby added to the "Interested Trustees" table located in the sub-section "Trustees and Officers" within the section "Management of the Trust(s)":
Name and Year of Birth |
Position(s) Held with the Trust, Length of Time Served and Term of Office1 |
Principal Occupation(s) During Past 5 Years |
Number of Portfolios in Fund Complex Overseen2 and Other Directorships Held During Past 5 Years |
Experience, Qualifications, Attributes, Skills for Board Membership |
||||
Marina Gross5 (1976) |
Trustee since 2024 | Executive Vice President-Head of Solutions, US, Natixis Investment Managers |
50 None |
Experience as Executive Vice President-Head of Solutions, US, Natixis Investment Managers |
5 |
Ms. Gross is deemed an "interested person" of the Trusts because she holds the following position with an affiliated person of the Trusts: Executive Vice President and Head of Solution, US, Natixis Investment Managers. |
Effective immediately, the sub-section "Fund Securities Owned by the Trustees" within the section "Management of the Trust" is amended to include the following:
As of August 30, 2024, Ms. Gross had the following ownership in the Funds and in all funds in the Fund Complex:
Interested Trustees
Dollar Range of Fund Shares* |
Marina Gross | |
Gateway Equity Call Premium Fund | B | |
Gateway Fund | E | |
Loomis Sayles Bond Fund | E | |
Loomis Sayles Core Plus Bond Fund | E | |
Loomis Sayles Growth Fund | E | |
Loomis Sayles Investment Grade Bond Fund | B | |
Loomis Sayles Small Cap Growth Fund | C | |
Loomis Sayles Small Cap Value Fund | B | |
Mirova Global Sustainable Equity Fund | D | |
Natixis Loomis Sayles Short Duration Income ETF | B | |
Natixis Oakmark Fund | E | |
Natixis Oakmark International Fund | D | |
Vaughan Nelson Mid Cap Fund | C | |
Vaughan Nelson Select Fund | B | |
Vaughan Nelson Small Cap Value Fund | B | |
Aggregate Dollar Range of Fund Shares in Fund Complex Overseen by Trustee | E |
* |
A. None |
B. $1 - 10,000
C. $10,001 - $50,000
D. $50,001 - $100,000
E. over $100,000