Natixis Funds: Investment Guidelines - allocating your assets

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Investing basics


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Investment guidelines – allocating your assets

How you decide to invest depends on your personal situation, but the following sample pie charts based on age can give you some general guidelines. The list below shows where the Natixis Funds fit into the pie charts. Of course, every investor is different. Your financial advisor can help you choose the Natixis Funds that can help you pursue your financial goals. This is general information and should not be considered a recommendation.

Learn more about the benefits of diversifying your portfolio. *

Learn more about correlation between asset classes.

Fund Objectives

Capital appreciation Income

CGM Advisor Targeted Equity Fund Natixis Income Diversified Portfolio

Hansberger International Fund Loomis Sayles Core Plus Bond Fund

Harris Associates Focused Value Fund Loomis Sayles High Income Fund

Natixis U.S. Diversified Portfolio Loomis Sayles International Bond Fund

Loomis Sayles Growth Fund Loomis Sayles Investment Grade Bond Fund

Loomis Sayles Research Fund Loomis Sayles Limited Term Government and Agency Fund

Vaughan Nelson Small Cap Value Fund Loomis Sayles Strategic Income Fund

Growth & income/balanced Capital preservation

AEW Real Estate Fund Natixis Cash Management Trust - Money Market Series

Gateway Fund

Harris Associates Large Cap Value Fund

Natixis Moderate Diversified Portfolio

Loomis Sayles Global Markets Fund

Loomis Sayles Value Fund

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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.