-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, KRvekaRXIb+lcMaPrBo3dUeR54+XsnwWMDfCuLC07rtRUFs5V1kDE1I9uHKMeyGH DKn4u0898/ZfXVLBL9Peew== 0001193125-09-047060.txt : 20090306 0001193125-09-047060.hdr.sgml : 20090306 20090306115820 ACCESSION NUMBER: 0001193125-09-047060 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20090306 DATE AS OF CHANGE: 20090306 EFFECTIVENESS DATE: 20090306 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LOOMIS SAYLES FUNDS II CENTRAL INDEX KEY: 0000872649 IRS NUMBER: 043113285 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-39133 FILM NUMBER: 09661353 BUSINESS ADDRESS: STREET 1: 399 BOYLSTON STREET STREET 2: 12TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 800-282-1155 MAIL ADDRESS: STREET 1: 399 BOYLSTON STREET STREET 2: 12TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 FORMER COMPANY: FORMER CONFORMED NAME: LOOMIS SAYLES FUNDS I DATE OF NAME CHANGE: 20031119 FORMER COMPANY: FORMER CONFORMED NAME: LOOMIS SAYLES FUNDS DATE OF NAME CHANGE: 20031015 FORMER COMPANY: FORMER CONFORMED NAME: LOOMIS SAYLES FUNDS II DATE OF NAME CHANGE: 20030718 0000872649 S000006695 Loomis Sayles Mid Cap Growth Fund C000018222 Class Y LSAIX C000018223 Class A LAGRX C000075148 Class C LSACX 0000872649 S000006697 Loomis Sayles Value Fund C000018225 Loomis Sayles Value Fund - Class Y LSGIX C000034548 Loomis Sayles Value Fund - Class A LSVRX C000049398 Loomis Sayles Value Fund - Class B LSVBX C000049399 Loomis Sayles Value Fund - Class C LSCVX 0000872649 S000006698 Loomis Sayles Global Markets Fund C000018226 Class Y LSWWX C000027670 Class A LGMAX C000027671 Class C LGMCX 0000872649 S000006699 Loomis Sayles Growth Fund C000018227 Class A LGRRX C000018228 Class B LGRBX C000018229 Class C LGRCX C000018230 Class Y LSGRX 0000872649 S000006700 Loomis Sayles High Income Fund C000018231 Class A NEFHX C000018232 Class B NEHBX C000018233 Class C NEHCX C000069253 Class Y 0000872649 S000006701 Loomis Sayles Investment Grade Bond Fund C000018234 Class A LIGRX C000018235 Class B LGBBX C000018236 Class C LGBCX C000018237 Class J LIGJX C000018238 Class Y LSIIX 0000872649 S000006702 Loomis Sayles Limited Term Government and Agency Fund C000018239 Class A NEFLX C000018240 Class B NELBX C000018241 Class C NECLX C000018242 Class Y NELYX 0000872649 S000006704 Loomis Sayles Research Fund C000018245 Class A LSRRX C000018246 Class B LSCBX C000018247 Class C LSCCX C000018248 Class Y LISRX 0000872649 S000006705 Loomis Sayles Small Cap Growth Fund C000018249 Institutional Class LSSIX C000018250 Retail Class LCGRX 0000872649 S000006706 Loomis Sayles Strategic Income Fund C000018251 Class A NEFZX C000018252 Class B NEZBX C000018253 Class C NECZX C000018254 Class Y NEZYX 0000872649 S000020816 Loomis Sayles International Bond Fund C000058150 Loomis Sayles International Bond Fund- Class A LSIAX C000058151 Loomis Sayles International Bond Fund- Class C LSICX C000058152 Loomis Sayles International Bond Fund- Class Y LSIYX 497 1 d497.htm LOOMIS SAYLES FUNDS II Loomis Sayles Funds II

NATIXIS EQUITY FUNDS

NATIXIS INCOME FUNDS

Supplement dated March 6, 2009, to the Natixis Funds Trust I and Loomis Sayles Funds II Statement of Additional

Information – Part II dated February 1, 2009, as may be revised or supplemented from time to time.

Effective immediately, Jonathan P. Mason’s information in the table in the sub-section “Trustees and Officers” within the section “Management of the Trusts” is updated as follows:

 

Name and Year of

Birth

 

Position(s) Held with the

Trusts, Length of Time

Served and Term of

Office*

 

Principal Occupation(s)

During Past 5 Years**

 

Number of Portfolios in Fund

Complex Overseen*** and

Other Directorships Held

Jonathan P. Mason

(1958)

 

Trustee

 

Since 2007 for Natixis Funds Trust I and Loomis Sayles Funds II

 

Audit Committee Member

 

Chief Financial Officer, Fonterra Co-operative Ltd. (dairy products); formerly, Chief Financial Officer, Cabot Corp. (specialty chemicals); formerly, Vice President and Treasurer, International Paper Company;

formerly, Chief Financial

Officer, Carter Holt Harvey (forest products)

 

40

 

None

* Each Trustee serves until retirement, resignation or removal from the Board of Trustees. The current retirement age is 72. The position of Chairperson of the Board is appointed for a two-year term. Ms. Moose was appointed to serve an additional two-year term as the Chairperson of the Board of Trustees on September 14, 2007.

** Each person listed above, except as noted, holds the same position(s) with Natixis Funds Trust I, Natixis Funds Trust II, Natixis Funds Trust III, Natixis Funds Trust IV, Gateway Trust and the Natixis Cash Management Trust (collectively, the “Natixis Funds Trusts”), Loomis Sayles Funds I and Loomis Sayles Funds II (collectively, the “Loomis Sayles Funds Trusts”), and Hansberger International Series. Previous positions during the past five years with Natixis Distributors, L.P. (the “Distributor”), Natixis Asset Management Advisors, L.P. (“Natixis Advisors”), or Loomis Sayles are omitted if not materially different from a trustee’s or officer’s current position with such entity.

*** The trustees of the Trusts serve as trustees of a fund complex that includes all series of the Natixis Funds Trusts, the Loomis Sayles Funds Trusts and Hansberger International Series (collectively, the “Fund Complex”).


LOOMIS SAYLES INVESTMENT GRADE BOND FUND – CLASS J SHARES

Supplement dated March 6, 2009, to the Loomis Sayles Investment Grade Bond Fund Class J Statement of Additional

Information dated February 1, 2009, as may be revised or supplemented from time to time.

Effective immediately, Jonathan P. Mason’s information in the table in the sub-section “Trustees and Officers” within the section “Management of the Trusts” is updated as follows:

 

Name and Year of

Birth

 

Position(s) Held with the

Trust, Length of Time

Served and Term of

Office*

 

Principal Occupation(s)

During Past 5 Years**

 

Number of Portfolios in Fund

Complex Overseen*** and

Other Directorships Held

Jonathan P. Mason

(1958)

 

Trustee

Since 2007

 

Audit Committee Member

  Chief Financial Officer, Fonterra
Co-operative Ltd. (dairy
products); formerly, Chief
Financial Officer, Cabot Corp.
(specialty chemicals); formerly,
Vice President and Treasurer,
International Paper Company;
formerly, Chief Financial
Officer, Carter Holt Harvey
(forest products)
  40

 

None

* Each Trustee serves until retirement, resignation or removal from the Board of Trustees. The current retirement age is 72. The position of Chairperson of the Board is appointed for a two-year term. Ms. Moose was appointed to serve an additional two-year term as the Chairperson of the Board of Trustees on September 14, 2007.

** Each person listed above, except as noted, holds the same position(s) with the Natixis Funds Trust I, Natixis Funds Trust II, Natixis Funds Trust III, Natixis Funds Trust IV, Gateway Trust and the Natixis Cash Management Trust (collectively, the “Natixis Funds Trusts”), Loomis Sayles Funds I and Loomis Sayles Funds II (collectively, the “Loomis Sayles Funds Trusts”), and Hansberger International Series. Previous positions during the past five years with Natixis Distributors, L.P. (the “Distributor”), Natixis Asset Management Advisors, L.P. (“Natixis Advisors”), or Loomis, Sayles & Company, L.P. are omitted if not materially different from a trustee’s or officer’s current position with such entity.

*** The trustees of the Trusts serve as trustees of a fund complex that includes all series of Natixis Funds Trusts, the Loomis Sayles Funds Trusts and Hansberger International Series (collectively, the “Fund Complex”).


LOOMIS SAYLES INSTITUTIONAL FUNDS

LOOMIS SAYLES RETAIL FUNDS

Supplement dated March 6, 2009, to the Loomis Sayles Institutional Funds and Loomis Sayles Retail Funds Statements

of Additional Information (“SAI”), each dated February 1, 2009, each as may be revised or supplemented from time to time.

Effective immediately, Jonathan P. Mason’s information in the table within the section “Management of the Trusts” in the Loomis Sayles Institutional Funds SAI and in the table in the sub-section “Trustees and Officers” within the section “Management of the Trusts” in the Loomis Sayles Retail Funds SAI is updated as follows:

 

Name and Year of

Birth

 

Position(s) Held with the

Trusts, Length of Time

Served and Term of

Office*

 

Principal Occupation(s)

During Past 5 Years**

 

Number of Portfolios in Fund

Complex Overseen*** and

Other Directorships Held

Jonathan P. Mason

(1958)

 

Trustee since 2007

 

Audit Committee Member

  Chief Financial Officer, Fonterra
Co-operative Ltd. (dairy
products); formerly, Chief
Financial Officer, Cabot Corp.
(specialty chemicals); formerly,
Vice President and Treasurer,
International Paper Company;
formerly, Chief Financial
Officer, Carter Holt Harvey
(forest products)
  40

 

None

* Each Trustee serves until retirement, resignation or removal from the Board of Trustees. The current retirement age is 72. The position of Chairperson of the Board is appointed for a two-year term. Ms. Moose was appointed to serve an additional two-year term as the Chairperson of the Board of Trustees on September 14, 2007.

** Each person listed above, except as noted, holds the same position(s) with the Natixis Funds Trust I, Natixis Funds Trust II, Natixis Funds Trust III, Natixis Funds Trust IV, Gateway Trust and the Natixis Cash Management Trust (collectively, the “Natixis Funds Trusts”), Loomis Sayles Funds I and Loomis Sayles Funds II (collectively, the “Loomis Sayles Funds Trusts”), and Hansberger International Series. Previous positions during the past five years with Natixis Distributors, L.P. (the “Distributor”), Natixis Asset Management Advisors, L.P. (“Natixis Advisors”), or Loomis, Sayles & Company, L.P. are omitted if not materially different from a trustee’s or officer’s current position with such entity.

*** The trustees of the Trusts serve as trustees of a fund complex that includes all series of Natixis Funds Trusts, the Loomis Sayles Funds Trusts and Hansberger International Series (collectively, the “Fund Complex”).

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