Portfolio Manager and CIO, Jens Peers, explains the philosophy that underpins the Global Sustainable Equity fund.
Important information
- The Fund invests at least 80% of its net assets in equity securities of companies globally and seeks to invest in companies which exposure to economic tailwinds related from the long-term transitions affecting the global economy over the next decade or longer (including major demographic, technology, environmental and governance transitions).
- The Fund is exposed to significant risks related to equities, sector, sustainability, small & mid-capitalisation companies, portfolio concentration, global investing, and currency and foreign exchange.
- The Fund is exposed to ESG driven investment risks. There is a risk that the investment manager may incorrectly assess a security or issuer, resulting in the incorrect inclusion or exclusion of that security in the Fund's portfolio. Applying sustainable ESG criteria to the investment process, the investment manager might need to dispose certain securities at unfavourable time, this may lead to a fall in the Fund’s net asset value.
- The Fund’s net derivative exposure may be up to 50% of its net asset value. The use of derivatives may involve risks related to market, counterparty/credit, liquidity, valuation, volatility, over-the-counter transaction, and legal and operations.
- For Class DIVM Share, dividend payments may be made at the sole discretion of the management company and investment manager, and may be paid out of capital and/or effectively out of capital. Payment of dividends out of capital and/or effectively out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investments. Any such distributions may result in an immediate reduction in the NAV per share.
- This investment involves risks and investors may suffer substantial or total loss of their investment fund.
- Investor should not invest in the Fund solely based on the information provided in this document and should read the prospectus for details, including the risk factors.
Multi-thematic global equity investing
We believe secular change is a powerful driver of investment returns over the long term. This is why the fund adopts a multi-thematic approach to global equity investing, seeking to find those companies best placed to take advantage of the opportunities created by the long-term secular trends shaping tomorrow’s world. The fund also offers investors a differentiated equity portfolio that has a dual objective in financial returns and positive sustainability impacts.
Capturing secular growth drivers
The fund invests in companies that it believes will benefit from four long-term global transitions.
Demographics
Aging population, urbanisation, growing middle class, quality of life
Technology
Data proliferation & A.I., automation, cloud computing & digitalisation
Environment
Low-carbon economy, efficient resource use
Governance
Innovation & adaptation, fairness, infrastructure
Reasons to invest
The fund is managed by Mirova, which has won the Best Fund Provider ESG/Sustainable Equity at the 2025 Asian Private Banker Asset Management Awards for Excellence.
Note: 2025 Asian Private Banker Asset Management Awards for Excellence were issued by Asian Private Banker, reflecting product performance, asset gathering, service quality and fund selector feedback as at 31 August 2024. For award’s details and methodology, please refer to https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2025The designation “Best Fund Provider” is the award name only given by Asian Private Banker and is not indicative of the performance or returns of any funds. Past performance of the manager is not necessarily indicative of its future performance.
The investment approach is centred on the conviction that secular change is a powerful driver of investment returns over the long term. The fund invests in companies the team believes offer solutions to the demographic, technological, environmental and governance transitions that are expected to transform the world’s economies and societies in coming decades.
A high conviction approach built on deep fundamental analysis, the team builds concentrated portfolios filled with high-quality companies with strong competitive advantages, solid financial structures, proven management teams and sustainable & resilient business models.
The fund has a dual objective: to outperform the broad global equity market both in terms of financial performance and sustainability impact. As an Article 9* fund it has the highest sustainable classification, which it maintains through the firm’s in-house, proprietary, sustainability research process. Unlike other investment houses, Mirova does not rely solely on third-party research houses, but instead evaluates the financial consequences of ESG criteria and also seeks to assess and report on the environmental and social impact of the companies in which the fund invests. The team believes its sustainability process helps increase returns and limit downside risk.
*The Sustainable Finance Disclosure Regulation (SFDR) is a European regulation, which sets out rules for classifying and reporting on sustainability and ESG factors in investments. Article 9 products are designated as having a sustainable investment as their objective as defined by SFDR Article 2 (17). This classification provides no guarantee for future performance results.
The portfolio management team
Jens Peers, CFA
CIO
Mirova US*
Hua Cheng, PhD, CFA
Portfolio Manager
Mirova US*
Soliane Varlet
Portfolio Manager
Mirova*
The firm
Mirova, an affiliate of Natixis Investment Managers
Mirova manages high conviction, multi-thematic sustainable portfolios, across asset classes in both listed and private markets. The team aims to direct capital toward investments for a real, sustainable, and value-creating economy. The firm manages high conviction, high active share portfolios – all of which follow the same investment approach and belief that temporary inefficiencies and time arbitrage create long-term opportunities. The firm manages US$39 billion in assets under management as at 30 June 2025.
* Operated in the U.S. through Mirova U.S., LLC (Mirova US) as of September 2024.
Hua Cheng is contracted by Mirova and seconded to Mirova US. Mirova US and Mirova agreed on a participating affiliate agreement.
Soliane Varlet, is an “associated person”. As she oversees US portfolios, she has to respect the Mirova US code of ethics and strict deontology rules.
Natixis Investment Managers
With over 25+ offices worldwide, Natixis Investment Managers has US$1.4 trillion in assets under management1. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.
1Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 30 September 2024.
Fund details
Learn more about the Mirova Global Sustainable Equity Fund and its investment approach
Mirova Global Sustainable Equity
ISIN
LU1623119135
Fund AUM
EUR
5.24 billion
as of 29/08/2025
Morningstar category
Global Large-Cap Growth Equity
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This webpage has been issued by Natixis Investment Managers Hong Kong Limited. Information herein is based on sources Natixis Investment Managers Hong Kong Limited believe to be accurate and reliable as at the date it was made. Natixis Investment Managers Hong Kong Limited reserve the right to revise any information herein at any time without notice. The above Fund data is for information only and does not constitute any offer or solicitation to buy or sell securities and no investment advice or recommendation is given in this document. Investment involves risks. The Fund presented herein may use financial derivatives instruments for investment, hedging risk management, and/or efficient portfolio management purposes. This involves significant risk and is usually more sensitive to price movements. Investors should read the Fund Prospectus and the Product Key Fact Statement (KFS) for further details including risk factors before investing. Past performance information presented is not indicative of future performance. Positive dividend yield does not imply positive returns. Source: Natixis Investment Managers. If investment returns are not denominated in HKD/USD, USD-/HKD-based investors are exposed to exchange rate fluctuations.
The fund presented in this webpage is authorized by the Securities and Futures Commission (“SFC”) for sale to the public in Hong Kong. SFC authorization is not an official recommendation or endorsement of a scheme nor does it guarantee the commercial merits or its performance. It does not mean the fund is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors. This webpage has not been reviewed by the SFC. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation.