Total Return Bond ETF: A Flexible Core-Plus Approach
Learn how a flexible, credit-focused core plus ETF seeks income and total return through active security selection.
Important Information:
The information, data, analyses, and opinions presented herein (including current investment themes, the portfolio managersā research and investment process, and portfolio characteristics) are for informational purposes only and represent the views of the speakers as of May 2026 and are subject to change without notice. This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete, or accurate.
All investing involves risk, including the risk of loss of principal. Investment risk exists with equity, fixed-income, private investing, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. This material is for informational purposes only and should not be construed as investment advice.
Before investing, carefully consider the fundās investment objectives, risk, charges, and expenses. Visit im.natixis.com for a prospectus or a summary prospectus containing this and other information. Read it carefully before investing.ā
Fixed-Income Securities Risk: Fixed-income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise, bond prices usually fall), inflation and liquidity.
Foreign and Emerging Market Securities Risk: Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
Below-Investment-Grade Securities Risk: Below-investment-grade fixed-income securities may be subject to greater risks (including the risk of default) than other fixed-income securities.
Mortgage-Related and Asset-Backed Securities Risk: Mortgage-related and asset-backed securities are subject to the risks of the mortgages and assets underlying the securities. Other related risks include prepayment risk, which is the risk that the securities may be prepaid, potentially resulting in the reinvestment of the prepaid amounts into securities with lower yields.
Derivatives Risk: Derivatives involve risk of loss and may entail additional risks. Because derivatives depend on the performance of an underlying asset, they can be highly volatile and are subject to market and credit risks.
ETF General Risk: Exchange-traded funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund, and are bought and sold on the secondary market at market price, which may be higher or lower than the ETFās net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns.āā
Active ETF: Unlike typical ETFs, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing.
New Fund Risk: As a new fund, there is a limited operating history and there can be no assurance it will grow to an economically viable size, in which case it may cease operations and require investors to liquidate or transfer their investments.
Natixis Distribution, LLC (fund distributor, member FINRA | SIPC) and Loomis, Sayles & Company L.P. are affiliated.
ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Total Return Bond ETF (LSTB). Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLCāā.
VID497-0326
NIM-05132026-uvzlpy9e
NTX0001078
Exp. 6/30/27
Important Disclosure
THIS VIDEO WAS RECORDED AS OF MAY 2026.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the speakers only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There can be no assurance that developments will transpire as forecasted and actual results will be different. We believe the information, including that obtained from outside sources, to be correct, but we cannot guarantee its accuracy. The information is subject to change at any time without notice.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
DIVERSIFICATION DOES NOT ENSURE A PROFIT OR GUARANTEE AGAINST A LOSS.
ANY INVESTMENT THAT HAS THE POSSIBILITY FOR PROFITS ALSO HAS THE POSSIBILITY OF LOSSES, INCLUDING THE LOSS OF PRINCIPAL.
MARKETS ARE EXTREMELY FLUID AND CHANGE FREQUENTLY.
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