Natixis Investment Managers Funds Earn 2023 US Refinitiv Lipper Fund Awards
March 29 2023 - 9:30AM
Business Wire
WCM, AlphaSimplex, Loomis Sayles, and Harris
Associates honored
Natixis Investment Managers today announced that funds managed
by several of its affiliate investment management firms earned 2023
Refinitiv Lipper Fund Awards for the US. Funds managed by WCM
Investment Management; AlphaSimplex Group; Loomis, Sayles &
Company; and Harris Associates were recognized for achieving
consistently strong risk-adjusted performance relative to their
peers for the period ending November 30, 2022. Refinitiv announced
award and certificate recipients on March 23, 2023, including the
following from the Natixis Investment Managers mutual fund
family:
- WCM Focused International Growth, Institutional Class
[WCMIX] – Ranked best International Large-Cap Growth Fund for
the five-year period (65 eligible US funds, 296 share classes) and
the 10-year period (54 eligible US funds, 208 share classes).
- AlphaSimplex Managed Futures Strategy, N Class [AMFNX] –
Ranked best Alternative Managed Futures Fund for the three-year
period (22 eligible US funds, 71 share classes).
- AlphaSimplex Managed Futures Strategy, Y Class [ASFYX] –
Ranked best Alternative Managed Futures Funds for the 10-year
period (10 eligible US funds, 29 share classes).
- Loomis Sayles Investment Grade Bond, N Class [LGBNX] –
Ranked best Corporate Debt Fund BBB-Rated for the three-year period
(58 eligible US funds, 205 share classes).
- Loomis Sayles Limited Term Government and Agency, N Class
[LGANX] – Ranked best Short-Intermediate U.S. Government Fund
for the five-year period (10 eligible US funds, 24 share
classes).
- Oakmark International Small Cap, Institutional Class
[OANEX] – Ranked best International Small/Mid-Cap Core Fund for
the five-year period (11 eligible US funds, 26 share classes).
“We commend our affiliate portfolio managers for earning
Refinitiv Lipper Fund Awards,” said David Giunta, CEO of Natixis
Investment Managers in the US. “The well-deserved distinctions
underscore the breadth of expertise across the Natixis IM complex
and supports our belief that high-conviction active management
strategies present opportunities to outperform over time.”
About Refinitiv Lipper Fund Awards
The Refinitiv Lipper Fund Awards, granted annually, highlight
funds and fund companies that have excelled in delivering
consistently strong risk-adjusted performance relative to their
peers. The Refinitiv Lipper Fund Awards are based on the Lipper
Leader for Consistent Return rating, which is an objective,
quantitative, risk-adjusted performance measure calculated over 36,
60 and 120 months. The fund with the highest Lipper Leader for
Consistent Return (Effective Return) value in each eligible
classification wins the Refinitiv Lipper Fund Award. For more
information, see lipperfundawards.com. Although Refinitiv Lipper
makes reasonable efforts to ensure the accuracy and reliability of
the data used to calculate the awards, their accuracy is not
guaranteed. Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All
rights reserved. Used under license.
The Lipper Fund Awards Methodology:
The merit of the winners is based on objective, quantitative
criteria. The influential and prestigious Refinitiv Lipper Fund
Awards are based on our Lipper Leaders Rating for Consistent
Return. Individual classifications of three, five, and 10-year
periods, as well as fund families with high average scores for the
three-year period, are also recognized. The awards are based on
Refinitiv Lipper’s proven proprietary methodology, which can be
viewed here.
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects
clients to the independent thinking and focused expertise of more
than 15 active managers. Ranked among the world’s largest asset
managers1 with more than $1 trillion assets under management2 (€1
trillion), Natixis Investment Managers delivers a diverse range of
solutions across asset classes, styles, and vehicles, including
innovative environmental, social, and governance (ESG) strategies
and products dedicated to advancing sustainable finance. The firm
partners with clients in order to understand their unique needs and
provide insights and investment solutions tailored to their
long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers
is part of the Global Financial Services division of Groupe BPCE,
the second-largest banking group in France through the Banque
Populaire and Caisse d’Epargne retail networks. Natixis Investment
Managers’ affiliated investment management firms include AEW;
AlphaSimplex Group; DNCA Investments;3 Dorval Asset Management;
Flexstone Partners; Gateway Investment Advisers; Harris Associates;
Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV
Credit; Naxicap Partners; Ossiam; Ostrum Asset Management;
Seventure Partners; Thematics Asset Management; Vauban
Infrastructure Partners; Vaughan Nelson Investment Management; and
WCM Investment Management. Additionally, investment solutions are
offered through Natixis Investment Managers Solutions and Natixis
Advisors, LLC. Not all offerings are available in all
jurisdictions. For additional information, please visit Natixis
Investment Managers’ website at im.natixis.com | LinkedIn:
linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups
include Natixis Distribution, LLC, a limited purpose broker-dealer
and the distributor of various U.S. registered investment companies
for which advisory services are provided by affiliated firms of
Natixis Investment Managers, Natixis Investment Managers S.A.
(Luxembourg), Natixis Investment Managers International (France),
and their affiliated distribution and service entities in Europe
and Asia.
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.
Natixis Distribution, LLC 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 2022 ranked
Natixis Investment Managers as the 18th largest asset manager in
the world based on assets under management as of December 31,
2021.
2 Assets under management (“AUM”) of current affiliated entities
measured as of December 31, 2022 are $1,151.3 billion (€1,078.8
billion). AUM, as reported, may include notional assets, assets
serviced, gross assets, assets of minority-owned affiliated
entities and other types of non-regulatory AUM managed or serviced
by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
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version on businesswire.com: https://www.businesswire.com/news/home/20230329005422/en/
Press: Natixis Investment
Managers Crystal Sullivan Tel: 617-372-4683
Crystal.Sullivan@natixis.com