BOSTON--(BUSINESS WIRE)--Natixis Global Asset Management announced that portfolio management teams at two of its affiliated investment management firms earned 2017 Thomson Reuters Lipper Fund Awards in the U.S. Gateway Investment Advisers and Loomis, Sayles & Company were recognized during an annual ceremony held on March 23 in New York.
- Gateway Fund [GTEYX] – Ranked #1 based on 14 eligible U.S. funds (43 share classes) for the 5-year period for the Alternative Equity Market Neutral Funds category.
- Loomis Sayles Senior Floating Rate and Fixed Income Fund [LSFYX] – Ranked #1 based on 48 eligible U.S. funds (194 share classes) for the 3-year period and 38 eligible U.S. funds (153 share classes) for the 5-year period for the Loan Participation Funds category.
- Loomis Sayles Limited Term Government and Agency Fund [NELYX] – Ranked #1 based on 10 eligible U.S. funds (23 share classes) for the 5-year period for the Short-Intermediate U.S. Government Funds category.
- Loomis Sayles Core Plus Bond Fund [NERYX] – Ranked #1 based on 42 eligible U.S. funds (106 share classes) for the 10-year period for the Core Plus Bond Funds category.
“We’re proud of the portfolio management teams at Gateway and Loomis Sayles for earning distinctions in the exceedingly competitive Lipper Fund Awards,” said David Giunta, CEO of Natixis Global Asset Management for the U.S. and Canada. “The proven expertise at our investment management firms supports Natixis’ commitment to helping investors build long-term, diversified portfolios.”
About Thomson Reuters Awards for Excellence
For more than three decades and in over 20 countries worldwide, the Thomson Reuters Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period, are recognized. www.lipperfundawards.com.
Lipper Fund Classification Award: For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns compared with peers. The highest Lipper Leader for Consistent Return (Effective Return) value determines the fund classification winner for each period. Lipper classification awards are given for the 3-, 5-, and 10-year periods. Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results.
From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperweb.com.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit ngam.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
About Natixis Global Asset Management
Natixis Global Asset Management serves thoughtful investment professionals worldwide with more insightful ways to invest. Through our Durable Portfolio Construction® approach, we focus on risk to help them construct more strategic portfolios that seek to endure today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.
Natixis Global Asset Management is ranked among the world’s largest asset management firms.1 Uniting over 20 specialized investment managers globally ($877 billion AUM2), we bring a diverse range of solutions to every strategic opportunity. From insight to action, Natixis Global Asset Management helps our clients better serve their own with more durable portfolios.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW Capital Management; AEW Europe; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Emerise;6 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Managed Portfolio Advisors®;3 McDonnell Investment Management; Mirova;7 Natixis Asset Management; Ossiam; Seeyond;7 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Visit ngam.natixis.com for more information. Not all offerings available in all jurisdictions.
About Gateway Investment Advisers
Gateway Investment Advisers, LLC has a 39-year history of providing low-volatility equity strategies for risk-conscious investors. The firm’s strategies seek to capture the majority of returns associated with investing in equity securities while exposing investors to less risk than other equity investments. Managers employ index options to generate cash flow and minimize downside risk. The firm manages approximately $11.6 billion in assets as of December 31, 2016.2
About Loomis Sayles
Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $240.2 billion in assets as of December 31, 2016.8
1 Cerulli Quantitative Update: Global Markets 2016
ranked Natixis Global Asset Management, S.A. as the 16th
largest asset manager in the world based on assets under management
($870.3 billion) as of December 31, 2015.
2 Net asset value as of December 31, 2016. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.
3 A division of NGAM Advisors, L.P.
4 A brand of DNCA Finance.
5 A subsidiary of Natixis Asset Management.
6 A brand of Natixis Asset Management and Natixis Asset Management Asia Limited, based in Singapore and Paris.
7 Operated in the U.S. through Natixis Asset Management U.S., LLC.
8 Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.