The Natixis Mirova Global Sustainable Equity Fund will be almost identical to the existing €4.01bn* Mirova Global Sustainable Equity SICAV, launched in 2013, and will be managed by Jens Peers, Amber Fairbanks and Hua Cheng all of whom are based within Mirova US, the company’s US division. The objective is to outperform the MSCI World Net Dividends Reinvested Index over the recommended minimum investment period of five years by investing in companies whose businesses include activities related to sustainable investment themes.
Using Mirova’s proprietary ESG analysis, the fund takes a multi-thematic investment approach to benefit from the growth potential linked to four long-term transitions: demographic, environment, technology and governance, as well as maximising exposure to companies that have a positive impact on the UN Sustainable Development Goals. The fund is aligned to a 2C global warming scenario and will typically have 40-60 holdings.
Commenting on the launch, Amber Fairbanks, Portfolio Manager, Mirova US said:
“The SICAV version of this diversified equity fund has proven incredibly popular both as a core global equity holding and to complement the existing global equity allocation of investors’ portfolios. We have seen a strong demand from investors in the UK and this OEIC will allow them to more easily access the fund and make a meaningful difference to the sustainability profile of their portfolios.”
Darren Pilbeam, Managing Director, Natixis Investment Managers, UK Wholesale & Retail Sales said: “We acknowledge that investors interest in sustainability has grown exponentially over the last few years as clients increasingly align their investments with their beliefs. We are delighted that UK investors will have access to the expertise of Mirova who have a proven track record in running sustainable solutions for clients.”
Mirova is a management company dedicated to sustainable investment and an affiliate of Natixis Investment Managers. Through its conviction management, Mirova's goal is to combine long-term value creation and sustainable development. Pioneers in many areas of sustainable finance, Mirova's talents aim to continue to innovate in order to offer their clients solutions with high environmental and social impact. Mirova and its affiliates manage 23,6 billion euros as of June 30, 2021. Mirova is a mission-based company, labeled B Corp*.
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Mirova is an affiliate of Natixis Investment Managers.
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers1 with more than $1.4 trillion assets under management2 (€1,182.5 billion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles. The firm is dedicated to advancing sustainable finance and developing innovative Environmental, Social, and Governance (ESG) products. Natixis Investment Managers consults and partners with its clients and offers insight on markets and assumptions to better align strategies with long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is wholly-owned by Natixis. Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2021 ranked Natixis Investment Managers as the 15th largest asset manager in the world based on assets under management as of December 31, 2020.
2 Assets under management (“AUM”) as of June 30, 2021 is $1,402.5 billion. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Manager. Excluding H2O Asset Management.
3 A brand of DNCA Finance.
FUND RISKS: The Fund invests primarily in global company shares (stocks). Equity investments may experience large price fluctuations. The Fund is subject to specific risks, including: Capital loss, Equity Securities, Global Investing, Currency risk, ESG Driven Investments, Changes in Law and/or Tax regimes, Portfolio concentration, Capitalisation of Companies, Emerging markets, and Sustainability risk. An investor’s capital will be at risk, you may get back less than you invested. Please refer to the full prospectus on im.natixis.com for additional details on risks.