Natixis Investment Managers funds earn 2025 US LSEG Lipper Fund Awards
March 14, 2025
Natixis Investment Managers
Crystal Sullivan
(617) 372-4683
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BOSTON, March 14, 2025 – Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms – Loomis, Sayles & Company; Harris | Oakmark; and Natixis Advisors – earned 2025 LSEG Lipper Fund Awards for the US. The funds were recognized for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2024. LSEG announced award and certificate recipients on March 13, 2025, which included the following from the Natixis Investment Managers mutual fund family:
- Loomis Sayles Growth, N Class [LGRNX] – Ranked best Large-Cap Growth Fund for the three-year period (166 eligible US funds, 587 share classes).
- Loomis Sayles Limited Term Government and Agency Fund, Y Class [NELYX] – Ranked best Short-Intermediate U.S. Government Fund for the five-year period (10 eligible US funds, 23 share classes) and the 10-year period (10 eligible US funds, 22 share classes).
- Oakmark International Small Cap, Institutional Class [OANEX] – Ranked best International Small/Mid-Cap Core Fund for the five-year period (13 eligible US funds, 39 share classes).
- Natixis U.S. Equity Opportunities Fund, Y Class [NESYX] – Ranked best Multi-Cap Core Fund for the 10-year period (146 eligible US funds, 356 share classes).
"Congratulations to the portfolio management teams at Loomis Sayles and Harris | Oakmark for earning LSEG Lipper Fund Awards," said David Giunta, CEO of Natixis Investment Managers in the US. "This recognition is a testament to the acumen of our portfolio management teams and reflects our commitment to offering diverse, high-quality investment strategies that meet our clients' evolving needs."
About LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper. From LSEG Lipper Fund Awards ©2025 LSEG. All rights reserved. Used under license.
The Lipper Fund Awards Methodology
The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology, which can be viewed here.
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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 $1.3 trillion assets under management2 (€1.3 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 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 | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Solutions 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 International (France), and their affiliated distribution and service entities in Europe and Asia.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers. Member FINRA l SIPC
1 Survey respondents ranked by Investment & Pensions Europe/Top 500 Asset Managers 2024 ranked Natixis Investment Managers as the 19th largest asset manager in the world based on assets under management as of December 31, 2023.
2 Assets under management (AUM) of affiliated entities measured as of December 31, 2024, are $1,363.7 billion (€1,316.9 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
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