0001193125-22-207884.txt : 20220801 0001193125-22-207884.hdr.sgml : 20220801 20220801092800 ACCESSION NUMBER: 0001193125-22-207884 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220801 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Natixis Funds Trust I CENTRAL INDEX KEY: 0000770540 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-98326 FILM NUMBER: 221123075 BUSINESS ADDRESS: STREET 1: 888 BOYLSTON STREET STREET 2: 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 BUSINESS PHONE: 617-449-2810 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 I DATE OF NAME CHANGE: 20050502 FORMER COMPANY: FORMER CONFORMED NAME: CDC NVEST FUNDS TRUST I DATE OF NAME CHANGE: 20010503 FORMER COMPANY: FORMER CONFORMED NAME: NVEST FUNDS TRUST I DATE OF NAME CHANGE: 20000202 0000770540 S000006658 Natixis U.S. Equity Opportunities Fund C000018161 Class A NEFSX C000018163 Class C NECCX C000018164 Class Y NESYX C000188559 Class T NUSTX C000190732 Class N NESNX 497 1 d336108d497.htm NATIXIS FUNDS TRUST I Natixis Funds Trust I

Supplement dated August 1, 2022, to the Summary Prospectus and Prospectus dated May 1, 2022, as may be revised or supplemented from time to time, for the following fund:

NATIXIS U.S. EQUITY OPPORTUNITIES FUND

(the “Fund”)

Effective August 1, 2022, M. Colin Hudson will no longer serve as a portfolio manager of the Fund. Accordingly, effective August 1, 2022, all references and corresponding disclosure related to Mr. Hudson is hereby deleted.

Effective August 1, 2022, Robert F. Bierig will join the portfolio management team of the Fund. Accordingly, effective August 1, 2022, the subsection “Portfolio Managers” in the section “Management” within the Summary Prospectus and the Prospectus is amended to include the following:

Robert F. Bierig, Vice President, portfolio manager and analyst of Harris Associates, has served as co-manager of the Harris Associates Large Cap Value segment of the Fund since 2022.

Effective August 1, 2022, the subsection “Meet the Funds’ Portfolio Managers” under the section “Management Team” in the Prospectus is amended to include the following:

Robert F. Bierig — Robert F. Bierig has co-managed the Natixis Oakmark Fund since 2022 and the Harris Associates segment of Natixis U.S. Equity Opportunities Fund since 2022. Mr. Bierig, Vice President, portfolio manager and analyst of Harris Associates, joined the firm in 2012. Mr. Bierig received a B.A. in economics from Duke University and has over 23 years of investment experience.

Supplement dated August 1, 2022, to the Statement of Additional Information dated May 1, 2022, as may be revised or supplemented from time to time, for the following funds:

NATIXIS U.S. EQUITY OPPORTUNITIES FUND

NATIXIS OAKMARK FUND

(the “Funds”)

Effective August 1, 2022, M. Colin Hudson will no longer serve as portfolio manager of the Funds. Accordingly, effective August 1, 2022, all references and corresponding disclosure related to Mr. Hudson are hereby deleted.

Effective August 1, 2022, Robert F. Bierig will join the portfolio management team of the Funds. Accordingly, effective August 1, 2022, the sub-sections “Portfolio Managers’ Management of Other Accounts” and “Portfolio Managers’ Ownership of Fund Shares” within the section “Portfolio Management Information” are amended to include the following:

Portfolio Managers’ Management of Other Accounts

The following table provides information on the other accounts managed by Robert F. Bierig as of June 30, 2022:

 

     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		  

Robert F. Bierig

(Harris Associates)

      0      $ 0        0      $ 0        9      $ 1.7 billion        0      $ 0        383      $ 2.8 billion        0      $ 0  

Portfolio Managers’ Ownership of Fund Shares

As of June 30, 2022, Mr. Bierig did not own any shares of the Funds.