0001193125-19-131254.txt : 20190501 0001193125-19-131254.hdr.sgml : 20190501 20190501094305 ACCESSION NUMBER: 0001193125-19-131254 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20190501 DATE AS OF CHANGE: 20190501 EFFECTIVENESS DATE: 20190501 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: 19785180 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 S000039535 McDonnell Intermediate Municipal Bond Fund C000121922 Class A MIMAX C000121923 Class C MIMCX C000121924 Class Y MIMYX C000188569 Class T MIMTX 497 1 d739857d497.htm NATIXIS FUNDS TRUST II Natixis Funds Trust II

MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND

Supplement dated May 1, 2019 to the Prospectus, Summary Prospectus and Statement of Additional Information of the McDonnell Intermediate Municipal Bond Fund (the “Fund”), each dated May 1, 2019, as may be revised and supplemented from time to time.

On March 7, 2019, the Board of Trustees (the “Trustees”) of Natixis Funds Trust II (the “Trust”) approved (i) a new sub-advisory agreement with Loomis, Sayles & Company, L.P. (“Loomis Sayles”) (the “New Sub-Advisory Agreement”) with respect to the Fund, as the Fund’s current sub-advisory agreement with McDonnell Investment Management, LLC (“McDonnell”) (the “Current Sub-Advisory Agreement”) will terminate when McDonnell’s investment management capabilities are fully subsumed into Loomis Sayles at the end of June 2019; (ii) a proposal to establish a record date and meeting date for a special shareholder meeting of the Fund, which will enable current shareholders to consider and approve the New Sub-Advisory Agreement; and (iii) a name change for the Fund.

In November 2018, Natixis Investment Managers, L.P. announced plans to transfer ownership of McDonnell to Loomis, Sayles & Company, Inc. (the general partner of Loomis Sayles) on January 1, 2019, with McDonnell’s integration into Loomis Sayles occurring no later than June 30, 2019. When that transfer occurs, the Current Sub-Advisory Agreement will terminate. Under the New Sub-Advisory Agreement, Loomis Sayles will serve as the new sub-adviser to the Fund. It is expected that, after the integration of McDonnell into Loomis Sayles, three of the Fund’s four current portfolio managers, supported by the current roster of traders and research analysts, will continue to manage the Fund under the current strategy out of their Oakbrook Terrace, Illinois, office.

Shareholders of the Fund will be asked to approve the New Sub-Advisory Agreement. A notice of special meeting to be held June 19, 2019, a proxy statement describing the proposed sub-advisory changes and a proxy card are expected to be mailed in early May to the shareholders of the Fund as of March 29, 2019. If the New Sub-Advisory Agreement is approved by Fund shareholders and certain other conditions are satisfied, the change in sub-adviser is expected to occur on or around June 30, 2019.

In addition, the Trustees have approved a name change for the Fund from the McDonnell Intermediate Municipal Bond Fund to the Loomis Sayles Intermediate Municipal Bond Fund effective on or about June 30, 2019.

It is anticipated that the Fund’s Prospectus, Summary Prospectus and Statement of Additional Information will be further supplemented or revised when these events occur or if these events do not occur substantially in accordance with the schedule outlined above.