Loomis Sayles Investment Trust
SCHEDULE 14A INFORMATION
PROXY STATEMENT PURSUANT TO SECTION 14(a)
OF THE SECURITIES EXCHANGE ACT OF 1934
Filed by the Registrant [X]
Filed by a Party other than the Registrant [ ]
Check the appropriate box:
[ ] Preliminary Proxy Statement
[ ] Confidential, for Use of the Commission Only (as permitted by
Rule 14a-6(e)(2))
[ ] Definitive Proxy Statement
[X] Definitive Additional Materials
[ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or
Sec. 240.14a-12
LOOMIS SAYLES INVESTMENT TRUST
(Name of Registrant as Specified In Its Charter)
LOOMIS SAYLES INVESTMENT TRUST
(Name of Person(s) Filing Proxy Statement)
Payment of Filing Fee (Check the appropriate box):
[X] No fee required.
[ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.
(1) Title of each class of securities to which transaction applies:
(2) Aggregate number of securities to which transaction applies:
(3) Per unit price or other underlying value of transaction computed
pursuant to Exchange Act Rule 0-11:
(4) Proposed maximum aggregate value of transaction:
(5) Total Fee Paid:
[ ] Fee paid previously with preliminary materials.
[ ] Check box if any part of the fee is offset as provided by Exchange
Act Rule 0-11(a) (2) and identify the filing for which the
offsetting fee was paid previously. Identify the previous filing
by registration statement number, or the Form or Schedule and the
date of its filing.
(1) Amount Previously Paid:
(2) Form, Schedule or Registration Statement No.:
(3) Filing Party:
(4) Date Filed:
CLIENT SERVICES CALLOUT SCRIPT
Introduction
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING FROM
LOOMIS SAYLES FOLLOWING UP ON A RECENT PROXY MAILING WE SENT YOU
REGARDING THE ______ (SIX OPTIONS: Loomis Sayles California Tax-Free Income
Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Core Growth Fixed
Income Fund, Loomis Sayles HighYield Fixed Income Fund, Loomis Sayles
Intermediate Duration Fixed Income Fund, Loomis Sayles Investment Grade
Fixed Income Fund)
I'M ASSISTING LOOMIS SAYLES WITH THE PROXY VOTE TO APPROVE AN IMPORTANT
PROPOSAL THAT AFFECTS THE FUND. I AM CALLING YOU TO ENCOURAGE YOU TO VOTE
YOUR PROXY IF YOU HAVE NOT YET DONE SO.
HAVE YOU RECEIVED THE ______ (SIX OPTIONS: Loomis Sayles California Tax-Free
Income Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Core Growth
Fixed Income Fund, Loomis Sayles HighYield Fixed Income Fund, Loomis Sayles
Intermediate Duration Fixed Income Fund, Loomis Sayles Investment Grade Fixed
Income Fund) PROXY MATERIAL?
THE PACKAGE WAS DATED MARCH 15, 1999. (Describe the mailings to the shareholder
if he/she does not recall it ==> 9.5"x12.5" brown envelope with blue folder
containing proxy materials.)
If NO: Confirm shareholder's address for the purpose of sending proxy
materials.
Q: COULD I PLEASE CONFIRM YOUR ADDRESS FOR THE PURPOSE OF SENDING PROXY
MATERIALS TO YOU?
Tell the shareholder that a new package will be mailed to him/her. Ask the
shareholder to review the material upon receipt and vote his/her shares by
signing, dating and mailing the proxy ballot in the return envelope provided,
before the shareholder meeting on April 6, 1999. Thank the shareholder for his/
her time. (End phone call.)
If YES: Q: HAVE YOU REVIEWED THE MATERIAL?
If NO: PLEASE REVIEW THE MATERIAL AT YOUR EARLIEST CONVENIENCE AND VOTE YOUR
SHARES BY SIGNING, DATING AND MAILING THE PROXY CARD IN THE RETURN ENVELOPE
PROVIDED, TO ENSURE THAT YOUR VOTE IS COUNTED AT THE SHAREHOLDER MEETING
SCHEDULED ON APRIL 6TH. IF YOU WOULD LIKE TO VOTE BY FAX, YOU MAY FAX BOTH
SIDES OF YOUR SIGNED PROXY CARD TO 1-___-___-____. IF YOU WOULD LIKE TO
VOTE BY PHONE, PLEASE CALL 1-___-___-____.
If YES: DO YOU HAVE ANY QUESTIONS?
If YES: Answer questions using the proxy material and then encourage the
shareholder to vote by telephone, fax or mail. If the shareholder votes by
telephone, YOU WILL BE SENT A CONFIRMATION STATEMENT OF YOUR VOTE BY FAX (if
shareholder has access to a fax machine) OR REGULAR MAIL.
SCRIPT FOR LEAVING A MESSAGE ON AN ANSWERING MACHINE
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING FROM
LOOMIS SAYLES FOLLOWING UP ON A RECENT PROXY MAILING WE SENT YOU
REGARDING THE ______ (SIX OPTIONS: Loomis Sayles California Tax-Free Income
Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Core Growth Fixed
Income Fund, Loomis Sayles HighYield Fixed Income Fund, Loomis Sayles
Intermediate Duration Fixed Income Fund, Loomis Sayles Investment Grade
Fixed Income Fund).
I'M ASSISTING LOOMIS SAYLES WITH THE PROXY VOTE TO APPROVE AN IMPORTANT
PROPOSAL THAT AFFECTS THE FUND.
AS AN OWNER OF THE ______ (SIX OPTIONS: Loomis Sayles California Tax-Free
Income Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Core
Growth Fixed Income Fund, Loomis Sayles HighYield Fixed Income Fund, Loomis
Sayles Intermediate Duration Fixed Income Fund, Loomis Sayles Investment
Grade Fixed Income Fund), YOU SHOULD HAVE RECEIVED PROXY MATERIALS IN THE
MAIL. AT YOUR EARLIEST CONVENIENCE, PLEASE SIGN, DATE AND MAIL THE PROXY
CARD IN THE RETURN ENVELOPE PROVIDED TO YOU.
IF YOU HAVE ANY QUESTIONS ABOUT THE PROPOSALS OR DID NOT RECEIVE ANY PROXY
MATERIAL, PLEASE CALL LOOMIS SAYLES AT 1-800-633-3330. THANK YOU FOR YOUR
TIME.
LOG SHEET
Date__________________
Loomis Rep_________________
Address Correction
Social Security No. (record from database; do not ask shareholder)_________
Shareholder Name_______________________________________________________
Street Address _________________________________________________________
City_________________________State_____________Zip Code_________________
Materials to Be Sent
Proxy Card Only ________ ____________ ___________
Full Proxy Kit __________ ____________ ___________
VOTE CONFIRMATION (FOR TELEPHONE VOTES) ____________ ___________
Comments
Notable Shareholder Response____________________________________________
_____________________________________________________________________
_____________________________________________________________________
Other Comments________________________________________________________
PROXY VOTE BY TELEPHONE CONFIRMATION:
DATE:
SHAREHOLDER OF RECORD
ADDRESS
FUND NAME
# OF SHARES
FAX NUMBER
RE: LOOMIS SAYLES INVESTMENT TRUST
PROXY VOTE CONFIRMATION
ON ___________ [DATE], YOU VOTED:
- --FOR ELECTING THE FOUR NOMINEES, EXCEPT AS MARKED TO THE CONTRARY BELOW.
- --WITHHOLD AUTHORITY FOR ALL THE NOMINEES LISTED BELOW.
TO WITHHOLD AUTHORITY TO VOTE FOR ANY INDIVIDUAL NOMINEES(S), DRAW A LINE
THROUGH THAT NOMINEE'S NAME
(A) CHARLES J. FINLAYSON (B) EARL. W. FOELL (C) MARK W. HOLLAND
(D) TIMOTHY J. HUNT
IF THIS INFORMATION IS INCORRECT, PLEASE CONTACT LOOMIS SAYLES AT
(800) 633-3330.
