Mirova Global Sustainable Equity Fund Surpasses $1 Billion in Assets Under Management

Mirova Global Sustainable Equity Fund was launched on March 31, 2016 and recently celebrated its five-year anniversary. It is a high-active share, all-cap global equity portfolio that seeks long-term capital appreciation by maximizing exposure to companies with a positive impact on the United Nations’ Sustainable Development Goals, as well as those with strong performance on material environmental, social and governance (ESG) indicators². The fund provides diversified exposure to global equities and can improve investors’ portfolio sustainability and carbon footprint. Mirova is a signatory of the Net Zero Asset Management initiative and, like all of Mirova’s equity portfolios, the strategy seeks to be aligned with a <2°C global warming scenario, in line with the Paris Agreement.

“The growth of the Mirova Global Sustainable Equity Fund in its first five years is a testament to investors’ increasing appreciation of the role ESG strategies can play in portfolios,” said David Giunta, CEO for the US at Natixis Investment Managers. “We congratulate Mirova on this achievement of $1 billion assets under management as yet another impressive milestone in their long history as an ESG investing specialist.”

The Mirova Global Sustainable Equity Fund benefits from Mirova’s deeply rooted experience in global sustainable investing and leadership in ESG. The portfolio management team conducts detailed fundamental research to select companies with competitive advantages that seek to deliver value over the long term and have high barriers to entry. They draw on a team of multi-disciplinary specialists and a Responsible Investment Research Team with analysts solely dedicated to thematic ESG research. The fund is co-managed by Hua Cheng, PhD, CFA^®, Amber Fairbanks, CFA^® and Jens Peers, CFA^®. The fund seeks to maintain a relatively concentrated portfolio of approximately 50 global stocks and is managed by Mirova US. To provide flexibility and choice for investors, the strategy is also available to eligible financial advisors and their clients through retail separately managed accounts (SMA).

Mirova also manages other equity mutual funds available to US investors – the Mirova US Sustainable Equity Fund (MUSYX) and the Mirova International Sustainable Equity Fund (MRVYX) – which are also available to eligible financial advisors and their clients as SMAs. It also offers the Mirova US Climate Ambition Equity Strategy only as a Separately Managed Account (SMA) and an ESG fixed income mutual fund – the Mirova Global Green Bond Fund (MGGYX).

1 - The Principles for Responsible Investment (PRI) is the world’s leading proponent of responsible investment. It began in 2005 when the United Nations invited a group of the world’s largest institutional investors to join a process to develop the Principles for Responsible Investment. The Principles were launched in April 2006 at the New York Stock Exchange. Since then the number of signatories has grown from 100 to over 3,000.
2 - ESG Investing Risk: The Fund’s ESG investment approach could cause the Fund to perform differently compared to funds that do not have such an approach or compared to the market as a whole. The Fund’s application of ESG-related considerations may affect the Fund’s exposure to certain issuers, industries, sectors, style factors or other characteristics and may impact the relative performance of the Fund – positively or negatively – depending on the relative performance of such investments.

The principal risks of investing in the Mirova Global Sustainable Equity Fund include Equity Securities Risk, Foreign and Emerging Market Securities Risk, Small and Mid-Cap Stocks Risk, ESG Investing Risk, Currency Risk. For more information about the Mirova Global Sustainable Equity Fund and the risk factors involved, please find information here.
Mirova is operated in the US through Mirova US LLC.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
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