0001193125-18-216654.txt : 20180712 0001193125-18-216654.hdr.sgml : 20180712 20180712115335 ACCESSION NUMBER: 0001193125-18-216654 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20180712 DATE AS OF CHANGE: 20180712 EFFECTIVENESS DATE: 20180712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Natixis Funds Trust II CENTRAL INDEX KEY: 0000052136 IRS NUMBER: 041990692 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-11101 FILM NUMBER: 18949978 BUSINESS ADDRESS: STREET 1: 888 BOYLSTON STREET STREET 2: 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 BUSINESS PHONE: 800-283-1155 MAIL ADDRESS: STREET 1: 888 BOYLSTON STREET STREET 2: 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 FORMER COMPANY: FORMER CONFORMED NAME: IXIS Advisor Funds Trust II DATE OF NAME CHANGE: 20050502 FORMER COMPANY: FORMER CONFORMED NAME: CDC NVEST FUNDS TRUST II DATE OF NAME CHANGE: 20010503 FORMER COMPANY: FORMER CONFORMED NAME: NVEST FUNDS TRUST II DATE OF NAME CHANGE: 20000202 0000052136 S000034097 Loomis Sayles Senior Floating Rate and Fixed Income Fund C000105118 Class A LSFAX C000105119 Class C LSFCX C000105120 Class Y LSFYX C000188118 Class N LSFNX C000188119 Class T LSFTX 497 1 d475865d497.htm NATIXIS FUNDS TRUST II Natixis Funds Trust II

LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND

Supplement dated July 12, 2018 to the Prospectus of the Loomis Sayles Senior Floating Rate and Fixed Income Fund (the “Fund”), dated April 1, 2018, as may be revised and supplemented from time to time.

Effective July 12, 2018, Michael L. Klawitter has joined the portfolio management team of the Fund.

Effective July 12, 2018, the information under the subsection “Portfolio Managers” in the section “Management” in the Fund’s Fund Summary is revised to include the following:

Michael L. Klawitter, CFA®, Vice President of the Adviser, has served as co-portfolio manager of the Fund since 2018.

Effective July 12, 2018, the subsection “Meet the Funds’ Portfolio Managers” under the section “Management Team” in the Prospectus is revised to include the following:

Michael L. Klawitter, CFA® – Michael L. Klawitter has served as a co-portfolio manager of the Loomis Sayles Senior Floating Rate and Fixed Income Fund since 2018. Mr. Klawitter, Vice President of Loomis Sayles, began his investment career in 1997 and joined Loomis Sayles in 2000. He earned an undergraduate degree in philosophy from the University at Buffalo and an MS in finance from Boston College. Mr. Klawitter holds the designation of Chartered Financial Analyst® and has over 21 years of investment experience.

LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND

Supplement dated July 12, 2018 to the Statement of Additional Information of the Loomis Sayles Senior Floating Rate and Fixed Income Fund (the “Fund”), dated April 1, 2018, as may be revised and supplemented from time to time.

Effective July 12, 2018, Michael L. Klawitter has joined the portfolio management team of the Fund.

The following information supplements the sub-sections “Portfolio Managers’ Management of Other Accounts” and “Portfolio Managers’ Ownership of Fund Shares” within the section “Portfolio Management Information.”

Portfolio Managers’ Management of Other Accounts

As of June 30, 2018, Michael L. Klawitter managed other accounts in addition to managing the Fund. The following table provides information on the other accounts managed by Mr. Klawitter:

 

     Registered Investment Companies      Other Pooled Investment Vehicles      Other Accounts  
   Other Accounts
Managed		      Advisory Fee is
Based on
Performance		      Other Accounts
Managed		      Advisory Fee is
Based on
Performance		      Other Accounts
Managed		      Advisory Fee is
Based on
Performance		  

Name of Portfolio Manager

    # of
Accts		      Total
Assets		      # of
Accts		      Total
Assets		      # of
Accts		      Total
Assets		      # of
Accts		      Total
Assets		      # of
Accts		      Total
Assets		      # of
Accts		      Total
Assets		  

Michael L. Klawitter

      0      $ 0        0      $ 0        9      $ 5.84 billion        0      $ 0        2      $ 828.2 million        0      $ 0  

Portfolio Managers’ Ownership of Fund Shares

 

Michael L. Klawitter**

    Senior Floating Rate and Fixed Income Fund    F

 

** As of June 30, 2018