0001193125-22-185849.txt : 20220630 0001193125-22-185849.hdr.sgml : 20220630 20220630123706 ACCESSION NUMBER: 0001193125-22-185849 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220630 DATE AS OF CHANGE: 20220630 EFFECTIVENESS DATE: 20220630 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: 221057167 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 S000008033 Natixis Oakmark Fund C000021802 Class A NEFOX C000021804 Class C NECOX C000021805 Class Y NEOYX C000188564 Class T NOKTX C000190720 Class N NOANX 0000052136 S000023548 AlphaSimplex Global Alternatives Fund C000069269 Class A GAFAX C000069270 Class C GAFCX C000069271 Class Y GAFYX C000128763 Class N GAFNX C000188565 Class T GAFTX 0000052136 S000023783 Vaughan Nelson Mid Cap Fund C000069913 Class A VNVAX C000069914 Class C VNVCX C000069915 Class Y VNVYX C000128764 Class N VNVNX C000188566 Class T VNVTX 0000052136 S000029564 AlphaSimplex Managed Futures Strategy Fund C000090725 Class A AMFAX C000090726 Class C ASFCX C000090727 Class Y ASFYX C000188567 Class T MFSTX C000190721 Class N AMFNX 0000052136 S000030600 Loomis Sayles Strategic Alpha Fund C000094853 Class A LABAX C000094854 Class C LABCX C000094855 Class Y LASYX C000188568 Class T LSATX C000190722 Class N LASNX 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 0000052136 S000037523 Vaughan Nelson Select Fund C000115831 Class A VNSAX C000115832 Class C VNSCX C000115833 Class Y VNSYX C000188120 Class N VNSNX C000188121 Class T VNSTX 0000052136 S000053353 Loomis Sayles Global Growth Fund C000167848 Class A LSAGX C000167849 Class C LSCGX C000167850 Class Y LSGGX C000188122 Class N LSNGX C000188123 Class T LGGTX 497 1 d372019d497.htm NATIXIS FUNDS TRUST II Natixis Funds Trust II

Supplement dated June 30, 2022, to the Loomis Sayles Funds Statements of Additional Information, dated February 1, 2022 and May 1, 2022, Natixis Funds Statements of Additional Information, dated February 1, 2022, April 1, 2022, May 1, 2022, June 1, 2022 and the Natixis ETFs Statements of Additional Information, dated May 1, 2022 (together, the “Statements of Additional Information”), as may be revised or supplemented from time to time, for the following funds:

 

AEW Global Focused Real Estate Fund    Loomis Sayles Small/Mid Cap Growth Fund
AlphaSimplex Global Alternatives Fund    Loomis Sayles Strategic Alpha Fund
AlphaSimplex Managed Futures Strategy Fund    Loomis Sayles Strategic Income Fund
Gateway Fund    Mirova Global Green Bond Fund
Gateway Equity Call Premium Fund    Mirova Global Sustainable Equity Fund
Loomis Sayles Bond Fund    Mirova International Sustainable Equity Fund
Loomis Sayles Core Plus Bond Fund    Mirova U.S. Sustainable Equity Fund
Loomis Sayles Credit Income Fund    Natixis Loomis Sayles Short Duration Income ETF
Loomis Sayles Fixed Income Fund    Natixis Oakmark Fund
Loomis Sayles Global Allocation Fund    Natixis Oakmark International Fund
Loomis Sayles Global Bond Fund    Natixis Sustainable Future 2015 Fund®
Loomis Sayles Global Growth Fund    Natixis Sustainable Future 2020 Fund®
Loomis Sayles Growth Fund    Natixis Sustainable Future 2025 Fund®
Loomis Sayles High Income Fund    Natixis Sustainable Future 2030 Fund®
Loomis Sayles High Income Opportunities Fund    Natixis Sustainable Future 2035 Fund®
Loomis Sayles Inflation Protected Securities Fund    Natixis Sustainable Future 2040 Fund®
Loomis Sayles Institutional High Income Fund    Natixis Sustainable Future 2045 Fund®
Loomis Sayles Intermediate Duration Bond Fund    Natixis Sustainable Future 2050 Fund®
Loomis Sayles International Growth Fund    Natixis Sustainable Future 2055 Fund®
Loomis Sayles Investment Grade Bond Fund    Natixis Sustainable Future 2060 Fund®
Loomis Sayles Investment Grade Fixed Income Fund    Natixis Sustainable Future 2065 Fund®
Loomis Sayles Limited Term Government and Agency Fund    Natixis U.S. Equity Opportunities Fund
Loomis Sayles Securitized Asset Fund    Natixis U.S. Equity Opportunities ETF
Loomis Sayles Senior Floating Rate and Fixed Income Fund    Natixis Vaughan Nelson Mid Cap ETF
Loomis Sayles Small Cap Growth Fund    Natixis Vaughan Nelson Select ETF
Loomis Sayles Small Cap Value Fund    Vaughan Nelson Mid Cap Fund
   Vaughan Nelson Select Fund
   Vaughan Nelson Small Cap Value Fund

Effective July 1, 2022, Martin T. Meehan has resigned from the Audit Committee of the Trusts and has been appointed as a member of the Contract Review Committee of the Trusts, and Kirk A. Sykes has resigned from the Contract Review Committee of the Trusts and has been appointed as a member of the Audit Committee of the Trusts.

Accordingly, effective July 1, 2022, the table in the sub-section “Trustees and Officers” within the section “Management of the Trust(s)” is hereby updated to reflect the above stated changes. In addition, the list of the members of the Audit Committee and Contract Review Committee in the sub-section “Leadership and Structure of the Board” within the section “Management of the Trust(s)” is hereby replaced with the following:

 

Audit Committee    Contract Review Committee
Cynthia L. Walker – Chairperson    Wendell J. Knox– Chairperson
Maureen B. Mitchell    Edmond J. English
James P. Palermo    Richard A. Goglia
Peter J. Smail    Martin T. Meehan
Kirk A. Sykes   

As Chairman of the Board, Mr. Sirri is an ex officio member of each Committee.


Effective July 1, 2022, Michael C. Kardok has resigned as Treasurer, Principal Financial and Accounting Officer of the Trusts. Accordingly, effective immediately, all references to Mr. Kardok are removed from each of the Statements of Additional Information.

Effective July 1, 2022, Matthew J. Block has been appointed as Treasurer, Principal Financial and Accounting Officer of the Trusts. Accordingly, the “Officers of the Trust(s)” table located in the sub-section “Trustees and Officers” within the section “Management of the Trust(s)” in each of the Statements of Additional Information is hereby amended to include the following:

 

Name and Year of Birth    Position(s) Held with the
Trust(s)
   Term of Office1 and Length
of Time Served
   Principal Occupation(s) During Past 5 Years2
OFFICERS OF THE TRUST(S)

Matthew J. Block

(1981)

   Treasurer, Principal Financial and Accounting Officer    Since July 2022    Senior Vice President, Natixis Advisors, LLC and Natixis Distribution, LLC; formerly, Vice President, Assistant Treasurer, Natixis Advisors, LLC and Natixis Distribution, LLC; formerly, Managing Director, State Street Bank and Trust Company

 

1

Each officer of the Trust(s) serves for an indefinite term in accordance with the Trust’s(s’) current by-laws until the date his or her successor is elected and qualified, or until he or she sooner dies, retires, is removed or becomes disqualified.

2 

Each person listed above, except as noted, holds the same position(s) with the Fund Complex. Previous positions during the past five years with Natixis Distribution, LLC, Natixis Advisors, LLC or Loomis, Sayles & Company, L.P. are omitted, if not materially different from a Trustee’s or officer’s current position with such entity.