Liquidation: Natixis Funds Trust IV

Form Type: 497

Filing Date: 2025-03-13

Corporate Action: Liquidation

Type: New

Accession Number: 000119312525053914

Filing Summary: On March 13, 2025, the Board of Trustees of Natixis Funds Trust IV approved a Plan of Liquidation for each of the Natixis Target Retirement Funds, effective on or about July 29, 2025. This Plan mandates that all Fund shares outstanding on the Liquidation Date will be automatically redeemed at their net asset value after accounting for expenses and liabilities. The Funds may make distributions of income or capital gains prior to liquidation to mitigate Fund-level taxes. It is stipulated that the affairs of each Fund will be wound up, with assets sold for cash or equivalents. Each Fund is authorized to engage in transactions appropriate for its dissolution and may deviate from previous investment strategies during this process. Starting in mid-July, Funds will invest in short-term cash equivalents to prepare for orderly liquidation. For tax purposes, the automatic redemption will generally be treated like other share redemptions, potentially resulting in capital gains or losses for shareholders. Shareholders can redeem shares before the Liquidation Date or exchange them per the procedures outlined in the Prospectus. Post-Liquidation Date, shares held in certain custodial accounts will be exchanged for shares of the Loomis Sayles Limited Term Government and Agency Fund. Additionally, as of March 13, 2025, Natixis Distribution will stop accepting new investments in the Funds, with a complete halt on additional investments from current shareholders effective July 21, 2025.

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