LSST Profile
The Natixis Loomis Sayles Short Duration Income ETF is designed to offer investors a strategic approach to fixed-income investing by focusing on short-duration securities. Under normal market conditions, the fund invests at least 80% of its net assets, including any borrowings made for investment purposes, in a diverse portfolio of fixed-income instruments. These include bonds, notes, debentures, and other similar economic assets such as loans, as selected by the subadviser.
The primary objective of the fund is to provide a stable income stream while maintaining a lower interest rate risk profile. As such, the fund is expected to maintain a weighted average duration of between one and three years. This relatively short duration helps mitigate the impact of interest rate fluctuations on the fund’s overall performance, making it an attractive option for investors seeking to balance income generation with reduced sensitivity to interest rate changes.
The fund predominantly invests in investment-grade fixed-income securities, which are debt instruments rated at a high level of credit quality. This focus on investment-grade securities aims to enhance the stability of returns and reduce credit risk, providing investors with a reliable income stream while minimizing potential losses from lower-quality investments. The securities are carefully selected to align with the fund’s investment criteria and risk management goals.
Managed by Loomis Sayles, a well-regarded name in fixed-income management, the ETF benefits from the firm's extensive expertise and research capabilities. Loomis Sayles applies a disciplined investment process to identify and manage short-duration securities, leveraging its deep market knowledge and analytical resources. This approach ensures that the fund remains well-positioned to deliver consistent income and capital preservation in various market environments.
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