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Natixis Funds Offers Special Services for Investors

Automatic Investment Programs*

  • Affordable systematic investment plan through our Investment Builder Program (see table below)
  • Reinvestment of dividends and capital gains without sales charges
  • Free Automatic Exchange Program**

Retirement Plans for Individuals and Corporations

  • Roth IRAs
  • No Fee IRAs if you maintain a balance of $25,000 or more
  • Low Fee IRAs
    - $15 annually, no matter how many Natixis Funds you own
    - No set-up or close-out fees
  • SEP Plans
  • SIMPLE IRA plans
  • 403(b) plans for employees of non-profit organizations
  • Investment only 401(k) plans

Ready Access to Your Natixis Funds Investment**

  • 24-hour account information and transaction capability via Personal Access Line®, our automated telephone-response system -- just call 800-225-5478 and press 1
  • Convenient telephone exchanges among the Natixis Funds**

Convenient, Consolidated Account Statements

Educational Investor Newsletter

  • FUNDletter is a free, educational publication prepared exclusively for our shareholders

Minimum Investment

Account Type Initial Investment Subsequent Investment
Regular Accounts $2,500   $100  
IRA Accounts 500   100  
UGMA/UTMA Accounts 2,500   100  
Investment Builder Accounts* 25   25  
Automatic Exchange Plan Accounts 100   100  
Pension/Profit Sharing Plan/Keogh 250   100  
Payroll Deduction Investment Programs for SARSEP, SEP, SIMPLE, 403(b)(7) and certain other retirement plans 25   25  
Coverdell Education Savings Accounts*** 500   100  

*Automatic Investment Plans do not assure a profit and do not protect against loss in declining markets.

**Natixis Funds reserves the right to terminate or modify the exchange privilege in the future. Shares are redeemed at the then-current net asset value which may be more or less than your original cost.

***Does not apply to our Tax Free Income Funds.

    RELATED TOPICS

Our fund line-up

Prospectuses

SAIs

Financial reports

Fact sheets

Proxy voting

Portfolio holdings

Board of Trustees





For more complete information, including a prospectus, please contact your financial advisor. You may also view a current prospectus online, order literature through our site, or contact an Investor Service Representative at 800-225-5478. Investors should consider a fund's objective, risks and expenses carefully before investing. This information, and other information, can be found in the fund's prospectus. Please read the prospectus carefully before investing. Other expenses, including sales charges, apply to a continued investment in the fund and are described in the fund's current prospectus.

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.




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