| IXIS Launches New Fund Aimed at Long Term Income Needs of Baby Boomers in Retirement
IXIS Income Diversified Portfolio is the fourth fund in the firm's diversified portfolio series
BOSTON (December 12, 2005) - IXIS Asset Management Advisors, L.P. introduced today
IXIS Income Diversified Portfolio, an integrated asset allocation solution for investors focused
on long-term income needs. The fund seeks to help investors balance risk and return, sustain
income, and maintain purchasing power for the long term with a carefully constructed portfolio
of fixed-income and equity securities. The fund capitalizes on the successful multi-manager asset
allocation concept for which IXIS is known, and is the fourth fund in the firm’s diversified
portfolio series.
"With the Baby Boom generation on the verge of retirement, it is increasingly important for
advisors to provide investments tailored to their unique needs," said John T. Hailer, president
and chief executive officer of IXIS Asset Management Advisors Group. "We see IXIS Income
Diversified Portfolio as an excellent solution for many of these investors. Not only does the fund
seek yield for current income, but it also seeks capital appreciation to help maintain long-term
purchasing power – something that will be critical for a generation of investors that could live in
retirement for as long as 20, 25, or even 30 years."
About IXIS Income Diversified Portfolio
The open-end mutual fund combines investments in a diverse selection of income-producing
securities and seeks to provide yield for current income needs and capital appreciation for longterm
growth. To help achieve its dual investment goals, the fund combines a selection of
complementary asset classes in a single diversified portfolio, including corporate, high-yield and
global bonds, along with real estate investment trusts (REITs), dividend paying stocks, and
Treasury inflation-protected securities (TIPS). Overall the portfolio is designed to provide a
steady, long-term income stream through changing market conditions.
IXIS Income Diversified Portfolio features risk-based portfolio construction and a built-in
rebalancing function. The fund has a $10,000 minimum investment. Most important in the fund’s
composition is access to a line-up of institutional-quality money managers selected for their
expertise within specific investment disciplines. Four specialized disciplines comprise the
portfolio:
- Loomis Sayles Multi-Sector Bond Strategy
- AEW Diversified REIT Strategy
- Active Investment Advisors Dividend Equity Strategy
- Loomis Sayles Inflation-Protected Securities Strategy
"We see this as a solution that expands the scope of many traditional fixed-income investment
strategies," said Robert Krantz, executive vice president of strategic marketing. "IXIS Income
Diversified Portfolio is built around the long-term needs of IRA rollover and other retirementoriented
investors: steady income and long-term growth potential. We approach this by building
a broadly diversified, income-generating portfolio that also has attractive capital growth
potential. It seeks to reduce risk by investing in asset classes that demonstrate low correlation to
each other, and by avoiding excessive exposure to any one asset class. It’s an approach that helps
to balance risk and reward over the long term."
About IXIS Asset Management Advisors Group
IXIS Asset Management Advisors Group is part of IXIS Asset Management Group, a $507 billion1 global investment management firm that ranks among the top 20 money managers in the world. IXIS Asset Management Advisors Group connects financial advisors and their clients to a broad line-up of specialized money managers through separate accounts and mutual funds, as well as subadvised and institutional investments.
Firms affiliated with IXIS Asset Management Group include Active Investment Advisors2; AEW Capital Management; Capital Growth Management; Caspian Capital Management; Delafield Asset Management3; Hansberger Global Investors; Harris Alternatives; Harris Associates; Loomis, Sayles & Company; Managed Portfolio Advisors2; Reich & Tang Asset Management; Snyder Capital Management; Vaughan Nelson Investment Management; and Westpeak Global Advisors.
IXIS Asset Management Advisors Group includes IXIS Asset Management Distributors, L.P. (member NASD), a broker-dealer that serves as distributor of the IXIS Advisor Funds, Loomis Sayles Funds and Delafield Fund, as well as IXIS Asset Management Advisors, L.P., a registered investment advisor.
To learn more, contact your financial advisor or call IXIS Asset Management
Advisors Group at 800-862-4863 and ask for a free
prospectus, which contains more information, including charges and other
ongoing expenses. Investors should consider a fund's objective, risks and
expenses carefully before investing. This and other information can be found
in the fund's prospectus. Read the prospectus carefully before investing.
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