Another year marked by a series of awards for Natixis IM and its affiliates 

Monday 3 June 2024

Natixis Investment Managers and several of its affiliated asset management companies have been awarded prestigious “LSEG Lipper Fund Awards” spanning multiple countries across the globe. 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.  

Europe:  

DNCA Invest Alpha Bonds B EUR for the 3-year period in the Absolute Return EUR category 

DNCA Invest Evolutif B EUR for the 5-year period in the Mixed Asset EUR Flex – Europe category 

Doval Convictions R for the 3-year Mixed Asset EUR Flex – Europe Category 

Natixis International Funds (Lux) I – Harris Associates US Value Equity Fund R/A (USD) – for the 3-year period in the US Equity category 

Natixis AM Funds – Ostrum Euro Inflation R/A (EUR) for the 10-year period in the Bond EUR Inflation Linked category 

Natixis AM Funds – Ostrum Euro Inflation R/A (EUR) for the 5-year period in the Bond EUR Inflation Linked category 

Natixis International Funds (Lux) I – Thematics Water Fund R/A (USD) for the 3-year period in the Equity Theme Water category 

Natixis International Funds (Lux) I – Thematics Water Fund R/A (USD) in the 5-year period for the Equity Theme Water category 

Austria: 

Natixis International Funds (Lux) I – Harris Associates US Value Equity Fund R/A for the 3-year period in the Equity US category. 

France:  

Natixis International Funds (Lux) I Harris Associates US Value Equity Fund R/A for the 3-year period in the Equity US category. 

DNCA Investment Managers Alpha Bond B EUR for the 3-year period in the Absolute Return Bonds EUR category. 

DNCA Investment Managers Evolutif PEA C for the 5-year period in the Mixed Asset EUR aggregate Europe category. 

Natixis Eurose C for both the 3-year and 5-year periods in the Mixed Asset EUR Construction Eurozone category 

DNCA Investment Managers Evolutif B EUR for the 5-year period in the Mixed Asset EUR Flex Europe category 

Natixis AM Funds Ostrum Euro Inflation R/A (EUR) in the 5-year and 10-year periods for the Bond EUR Inflation linked category. 

Ostrum Actions CAC 40 R in the 3-year period in the Equity France category. 

Natixis Horizons 2030-2034 R for the 3-year and 5-year categories for the Target Maturity MA EUR 2030 category. 

Natixis Horizons 2035-2039 R for the 3-year category for the Target Maturity MA EUR 2035 category. 

Natixis Horizons 2055-2059 R for the 3-year category for the Target Maturity MA EUR 2045+  category. 

Germany:  

Natixis International Funds (Lux) I Harris Associates US Value Equity Fund R/A for the 3-year period in the Equity US category. 

Natixis AM Funds Ostrum Euro Inflation R/A (EUR) in the 5-year and 10-year periods for the Bond EUR Inflation linked category. 

DNCA Investment Managers Alpha Bond B EUR for the 3-year period in the Absolute Return Bonds EUR category. 

DNCA Investment Managers Eurose A EUR for the 3-year period in the Mixed Asset EUR Cons Eurozone category 

Natixis International Funds (Lux) I – Thematics Water Fund R/A (USD) in the 3-year and 5-year period in the Equity Theme – Water category. 

Netherlands:   

Natixis International Funds (Lux) I – Harris Associates U.S. Value Equity Fund R/A (USD) for the 3-year period in the Equity US category 

Switzerland:  

Natixis AM Funds Ostrum Euro Inflation R/A (EUR) in the 5-year and 10-year periods for the Bond EUR Inflation linked category. 

DNCA Investment Managers Alpha Bond B EUR for the 3-year period in the Absolute Return Bond EURO category. 

United Kingdom :  

Natixis International Funds (Lux) I – Harris Associates US Value Equity Fund R/A (USD) for the 3-year period in the Equity US category 

TM Natixis Loomis Sayles U.S Equity Leaders Fund Class N GBP Accumulation for the 10-year period in the Equity US category 

US:  

Natixis Oakmark Fund, N certificate for the 5-year period in the multi-cap value funds category. 

WCM Focused International Growth Fund, Institutional certificate for the 10-year period in the international large-cap growth category. 

Oakmark Equity and Income Fund, Institutional (certificate) for the 3-year period in the Mixed-Asset Target Allocation Moderate Funds category  

Hong Kong: 

Natixis International Funds (Lux) I – Ostrum Short term global high income Fund R/A (USD) for the 3-year period in the Bond Global High Yield USD category 

Natixis International Funds (Lux) I – Harris Associates US Value Equity Fund R/A (USD) for the 3-year period in the Equity US category 

Singapore:  

Natixis International Funds (Lux) I – Harris Associates US Value Equity Fund R/A for the 3-year period in the Equity US category. 

Taïwan:  

Natixis International Funds (Lux) I – Harris Associates U.S. Value Equity Fund R/A (USD) for the 3-year period in the Equity US category

Disclaimer : 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 an objective, quantitative, 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 used to calculate the awards, their accuracy is not guaranteed.