0001193125-20-022426.txt : 20200203 0001193125-20-022426.hdr.sgml : 20200203 20200203100803 ACCESSION NUMBER: 0001193125-20-022426 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20200203 DATE AS OF CHANGE: 20200203 EFFECTIVENESS DATE: 20200203 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: 20567257 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 d880896d497.htm NATIXIS FUNDS TRUST II Natixis Funds Trust II

LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND

Supplement dated February 3, 2020 to the Prospectus of the Loomis Sayles Senior Floating Rate and Fixed Income Fund (the “Fund”), dated April 1, 2019, as may be revised and supplemented from time to time.

Effective February 3, 2020, Heather M. Young has joined the portfolio management team of the Fund.

Effective February 3, 2020, the information under the subsection “Portfolio Managers” in the section “Management” in the Fund’s Fund Summary is revised to include the following:

Heather M. Young, CFA®, Vice President of the Adviser, has served as co-portfolio manager of the Fund since 2020.

Effective February 3, 2020, the subsection “Meet the Funds’ Portfolio Managers” under the section “Management Team” in the Prospectus is revised to include the following under “Loomis Sayles”:

Heather M. Young, CFA® – Heather M. Young has served as co-portfolio manager of the Loomis Sayles Senior Floating Rate and Fixed Income Fund since 2020. Ms. Young, Vice President of Loomis Sayles, began her investment career in 2006. She rejoined Loomis Sayles in 2016, and before that, had worked at Loomis Sayles from 2008 to 2011. She earned a B.A. in Economics from Boston University and an M.B.A. from the Massachusetts Institute of Technology. Ms. Young holds the designation of Chartered Financial Analyst® and has over 14 years of investment experience.

LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND

Supplement dated February 3, 2020 to the Statement of Additional Information of the Loomis Sayles Senior Floating Rate and Fixed Income Fund (the “Fund”), dated April 1, 2019, as may be revised and supplemented from time to time.

Effective February 3, 2020, Heather M. Young has joined the portfolio management team of the Fund.

Effective February 3, 2020, 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

The following table provides information on the other accounts managed by Ms. Young as of December 31, 2019:

 

     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		  

Heather M. Young

      0      $ 0        0      $ 0        0      $ 0        0      $ 0        0      $ 0        0      $ 0  

Portfolio Managers’ Ownership of Fund Shares

As of December 31, 2019, Ms. Young had the following ownership in the Fund:

 

Fund(s) Managed

   

Dollar Range of Equity

Securities Invested*

Loomis Sayles Senior Floating Rate and Fixed Income Fund

    E

 

*

A. None

 

B. $1 – 10,000

 

C. $10,001 – $50,000

 

D. $50,001 – $100,000

 

E. $100,001 – $500,000

 

F. $500,001 – $1,000,000

 

G. over $1,000,000