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AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON JANUARY 13, 2000
REGISTRATION NOS. 333-22931 AND 811-8282
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
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FORM N-1A
REGISTRATION STATEMENT UNDER
THE SECURITIES ACT OF 1933 /X/
Pre-Effective Amendment No. / /
Post-Effective Amendment No. 7 /X/
REGISTRATION STATEMENT UNDER
THE INVESTMENT COMPANY ACT OF 1940 /X/
Amendment No. 17 /X/
(Check appropriate box or boxes)
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LOOMIS SAYLES INVESTMENT TRUST
(Exact name of registrant as specified in charter)
One Financial Center, Boston, MA 02111
(Address of principal executive offices)
Registrant's Telephone Number, Including Area Code: (617) 482-2450
Name and address
of agent for service Copy to
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Sheila M. Barry, Esq. Truman S. Casner, Esq.
Loomis, Sayles & Company, L.P. Ropes & Gray
One Financial Center One International Place
Boston, MA 02111 Boston, MA 02110
It is proposed that this filing will become effective (check appropriate box):
/ / Immediately upon filing pursuant to paragraph (b) of Rule 485
/X/ On February 1, 2000 pursuant to paragraph (b)
/ / 60 days after filing pursuant to paragraph (a)(1)
/ / On _____________ pursuant to paragraph (a)(1)
/ / 75 days after filing pursuant to paragraph (a)(2)
/ / On _____________ pursuant to paragraph (a)(2)
If appropriate, check the following box:
/X/ This post-effective amendment designates a new effective date for a
previously filed post-effective amendment.
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PART A. INFORMATION REQUIRED IN A PROSPECTUS
Part A is incorporated by reference to Part A of Post-Effective Amendment No. 6
to the Registration Statement on Form N-1A of Loomis Sayles Investment Trust
(the "Registrant") filed with the Securities and Exchange Commission
(the "SEC") on November 19, 1999.
PART B. INFORMATION REQUIRED IN A STATEMENT OF ADDITIONAL
INFORMATION
Part B is incorporated by reference to Part B of Post-Effective Amendment No. 6
to the Registrant's Registration Statement on Form N-1A filed with the SEC
on November 19, 1999.
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PART C. OTHER INFORMATION
Item 23. EXHIBITS
(a) Agreement and Declaration of Trust. (4)
(b) By-Laws. (4)
(c) Not applicable.
(d)(1) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles California Tax-Free Income Fund, and Loomis, Sayles &
Company, L.P. (1)
(d)(2) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Core Fixed Income Fund, and Loomis, Sayles & Company,
L.P. (1)
(d)(3) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Provident Fund, formerly known as the Loomis Sayles Core
Growth Fund, and Loomis, Sayles & Company, L.P. (1)
(d)(4) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Fixed Income Fund, and Loomis, Sayles & Company, L.P. (1)
(d)(5) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles High Yield Fixed Income Fund, and Loomis, Sayles &
Company, L.P. (1)
(d)(6) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Intermediate Duration Fund, and Loomis, Sayles & Company,
L.P. (5)
(d)(7) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Investment Grade Fixed Income Fund, and Loomis, Sayles &
Company, L.P. (1)
(d)(8) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Small Company Growth Fund, and Loomis, Sayles & Company,
L.P. (6)
(d)(9) Investment Advisory Agreement between the Registrant, on behalf of its
Loomis Sayles Small Company Value Fund, and Loomis, Sayles & Company,
L.P. (7)
(e) Not applicable.
(f) Not applicable.
(g)(1) Custodian Agreement. (4)
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(g)(2) Form of Letter Agreement between the Registrant and State Street Bank
and Trust Company relating to the applicability of the Custodian
Agreement to Loomis Sayles Intermediate Duration Fixed Income Fund. (8)
(g)(3) Form of Letter Agreement between the Registrant and State Street Bank
and Trust Company relating to the applicability of the Custodian
Agreement to Loomis Sayles Small Company Growth Fund to be filed by
amendment.
(g)(4) Form of Letter Agreement between the Registrant and State Street Bank
and Trust Company relating to the applicability of the Custodian
Agreement to Loomis Sayles Small Company Value Fund to be filed by
amendment.
(g)(5) Custodian Agreement or Letter Agreement relating to Custodian Agreement
for Loomis Sayles California Tax-Free Income Fund, Loomis Sayles Core
Fixed Income Fund, Loomis Sayles High Yield Fixed Income Fund, and
Loomis Sayles Provident Fund to be filed by amendment.
(h)(1) Form of Transfer Agency Agreement. (4)
(h)(2) Form of Letter Agreement between the Registrant and State Street Bank
and Trust Company relating to the applicability of the Transfer Agency
and Service Agreement to Loomis Sayles Small Company Growth Fund to be
filed by amendment.
(h)(3) Form of Letter Agreement between the Registrant and State Street Bank
and Trust Company relating to the applicability of the Transfer Agency
and Service Agreement to Loomis Sayles Small Company Value Fund to be
filed by amendment.
(h)(4) Transfer Agency Agreement or Letter Agreement relating to Transfer
Agency Agreement for Loomis Sayles Fixed Income Fund to be filed by
amendment.
(i)(1) Opinion of Counsel. (2)
(i)(2) Form of Opinion and Consent of Counsel relating to Loomis Sayles Small
Company Growth Fund and Loomis Sayles Small Company Value Fund to be
filed by amendment.
(j) Not applicable.
(k) Not applicable.
(l) Not applicable.
(m) Not applicable.
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(n) Not applicable.
(o)(1) Power of Attorney for Daniel J. Fuss. (3)
(o)(2) Powers of Attorney for Charles J. Finlayson and Timothy J. Hunt. (8)
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(1) Incorporated by reference to the Exhibit to Amendment No. 8 to the
Registrant's Registration Statement under the Investment Company Act of
1940 filed with the SEC on November 13, 1996.
(2) Incorporated by reference to the Exhibit to the Registrant's
Registration Statement under the Securities Act of 1933 filed with the
SEC on March 7, 1997.
(3) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 1 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on September 5, 1997.
(4) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 2 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on April 21, 1998.
(5) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 3 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on November 30, 1998.
(6) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 4 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on January 8, 1999.
(7) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 5 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on March 3, 1999.
(8) Incorporated by reference to the Exhibit to Post-Effective Amendment
No. 6 to the Registrant's Registration Statement under the Securities
Act of 1933 filed with the SEC on November 19, 1999.
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Item 24. PERSONS CONTROLLED BY OR UNDER COMMON CONTROL WITH REGISTRANT
Not applicable.
Item 25. INDEMNIFICATION
Article VIII of the Registrant's Agreement and Declaration of Trust (Exhibit (a)
hereto) and Article 4 of the Registrant's By-Laws (Exhibit (b) hereto) provide
for indemnification of its trustees and officers. The effect of these provisions
is to provide indemnification for each of the Registrant's trustees and officers
against liabilities and counsel fees reasonably incurred in connection with the
defense of any legal proceeding in which such trustee or officer may be involved
by reason of being or having been a trustee or officer, except with respect to
any matter as to which such trustee or officer shall have been adjudicated not
to have acted in good faith and in the reasonable belief that such trustee's or
officer's action was in the best interest of the Registrant, and except that no
trustee or officer shall be indemnified against any liability to the Registrant
or its shareholders to which such trustee or officer otherwise would be subject
by reason of willful misfeasance, bad faith, gross negligence or reckless
disregard of the duties involved in the conduct of such trustee's or officer's
office.
Item 26. BUSINESS AND OTHER CONNECTIONS OF INVESTMENT ADVISER
Loomis, Sayles & Company, L.P. ("Loomis Sayles"), the investment adviser of the
Registrant, provides investment advice to the 19 series of the Loomis Sayles
Funds, six series of New England Funds Trust I, one series of New England Funds
Trust II, and two series of New England Zenith Funds, all of which are
registered investment companies, and to other registered investment companies,
organizations, and individuals.
The sole general partner of Loomis Sayles is Loomis, Sayles & Company, Inc., One
Financial Center, Boston, Massachusetts 02111.
Item 27. PRINCIPAL UNDERWRITERS
Not applicable.
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Item 28. LOCATION OF ACCOUNTS AND RECORDS
The following companies maintain possession of the documents required by the
specified rules:
(a) Registrant
Rule 31a-1(b)(4), (9), (10), (11)
Rule 31a-2(a)
(b) State Street Bank and Trust Company
225 Franklin Street
Boston, MA 02110
Rule 31a-1(a)
Rule 31a-1(b)(1), (2), (3), (5), (6), (7), (8)
Rule 31a-2(a)
(c) Loomis, Sayles & Company, L.P.
One Financial Center
Boston, MA 02111
Rule 31a-1(f)
Rule 31a-2(e)
Item 29. MANAGEMENT SERVICES
Not applicable.
Item 30. UNDERTAKINGS
Not applicable.
* * * * * * * * * * *
NOTICE
A copy of the Agreement and Declaration of Trust of the Registrant is
on file with the Secretary of The Commonwealth of Massachusetts and the Clerk of
the City of Boston and notice is hereby given that this Registration Statement
has been executed on behalf of the Registrant by an officer of the Registrant as
an officer and not individually and by its Trustees as trustees and not
individually and that the obligations of or arising out of this Registration
Statement are not binding upon any of the Trustees, officers, or shareholders
individually but are binding only upon the assets and property of the
Registrant.
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SIGNATURES
Pursuant to the requirements of the Securities Act of 1933 and the
Investment Company Act of 1940, the Registrant certifies that it meets the
requirements for effectiveness of this amendment pursuant to Rule 485(b)
under the Securities Act of 1933 and has duly caused this amendment to its
Registration Statement to be signed on its behalf by the undersigned,
thereunto duly authorized, in the City of Boston, The Commonwealth of
Massachusetts, on the 13th day of January, 2000.
LOOMIS SAYLES INVESTMENT TRUST
By: DANIEL J. FUSS*
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Daniel J. Fuss
President
Pursuant to the requirements of the Securities Act of 1933 and the
Investment Company Act of 1940, this amendment to the Registration Statement of
the Registrant has been signed below by the following persons in the capacities
and on the dates indicated.
Signature Title Date
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DANIEL J. FUSS* President January 13, 2000
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Daniel J. Fuss
CHARLES J. FINLAYSON* Trustee January 13, 2000
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Charles J. Finlayson
TIMOTHY J. HUNT* Trustee January 13, 2000
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Timothy J. Hunt
MARK W. HOLLAND Treasurer January 13, 2000
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Mark W. Holland
*By: MARK W. HOLLAND
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Mark W. Holland
Attorney-in-fact
January 13, 2000
