Five Natixis IM Affiliates Win Refinitiv Lipper Fund Awards
December 14, 2023
London, 16th May 2023 – Five Natixis Investment Managers affiliates, DNCA, Harris Associates, Loomis Sayles, Ostrum Asset Management and WCM Investment Management, have been awarded Refinitiv Lipper Fund Awards in recognition for the performance of their funds.
The Refinitiv Lipper Fund Awards are awarded annually to funds and management companies for their performance over three, five and ten years. They reward a fund’s ability to generate high risk-adjusted returns, which is a notable accomplishment following the challenges faced by fund managers globally over the last five years. Only those managers who were able to adapt their portfolios permanently to new market environments will receive a Refinitiv Lipper Fund Award* in 2023.
The Refinitiv Lipper Fund Awards are not based on return numbers alone and the winners are not determined by looking at the funds with the highest returns over the respective awards periods. In actuality, the Awards are based on the Lipper Leader rating for Consistent Return. These ratings are calculated using a utility function based on the effective return over multiple non-overlapping periods—within the respective three-, five-, and 10-year horizons.
These awards recognize the exceptional performance of their respective funds in Europe and the United States, as well as their very strong risk profile.
Award-winning funds:
In France:
- Ostrum Euro Inflation R/A over 5 years in the Bond European Inflation Linked category.
- Natixis Horizon 20-30-2034 R/A over 5 years in the Target Maturity MA Euro 2030 category.
- DNCA Invest Venasquo B over 3 years in the Absolute Return Euro High category.
In Germany:
- DNCA Invest Venasquo B over 3 years in the Absolute Return Euro High category.
- Loomis Sayles Global Emerging Markets EQ FD R/A over 3 years in the Equity Emerging Global Markets category.
In Austria:
- Loomis Sayles Global Emerging Markets EQ FD R/A over 3 years in the Equity Emerging Global Markets category.
In Switzerland:
- Loomis Sayles Global Emerging Markets EQ FD R/A over 3 years in the Equity Emerging Global Markets category.
- Ostrum Euro Inflation R/A (Euro) over 5 years in the Bond European inflation Linked category
- DNCA also won first prize in the category of large companies (large firm division).
In the United States:
- The funds managed by WCM won the 2023 Refinitiv Lipper Fund Awards for the United States.
- WCM Focused International Growth Fund, Institutional Class, best 5-year large cap international growth fund.
* The essence of the Refinitiv Lipper Fund Awards is to reward consistent out-performance of individual funds and of fund companies. Winning funds have demonstrated consistently strong risk-adjusted returns compared with peers.
References to an award do not anticipate the future performance of the fund or manager. Fund investments are subject risks, including risk of capital loss.
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1 trillion assets under management2(€1 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.
2 Assets under management (“AUM”) of affiliated entities measured as of December 31, 2022 are $1,151.3 billion (€1,078.8 billion). AUM includes AlphaSimplex Group, LLC ($8.2 billion / €7.7 billion), which was acquired by Virtus Investment Partners, Inc., effective April 1, 2023.
3A brand of DNCA Finance.