Fund at a glance
low turnover and
high active share
A Double Objective
Aims to combine
with environmental and
Mirova is a 100% sustainability-driven asset management company that offers its clients investment solutions combining the search for financial performance with environmental and social impact. Thanks to multidisciplinary teams united around the same vision and its ability to innovate and create partnerships with the best experts, Mirova seeks to direct capital towards the needs of investment in a real sustainable and value-creating economy. Mirova is a mission-led and B Corp certified company.
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Transition your portfolio into tomorrow
Search for financial outperformance with a focus on positive environmental and social impact
The Natixis Mirova Global Sustainable Equity Fund aims to identify key transitions that are shaping the future – including demographics, the environment, technology, and corporate governance. Its high conviction, multi-thematic approach is designed to combine financial performance with environmental and social impact. The fund seeks to:
Outperform the MSCI World Net Dividends Reinvested Index* over the long term
Be aligned with a 2ºC global warming scenario**
Invest in companies whose activities contribute positively to the UN’s Sustainable Development Goals (SDGs)
Each investment includes risks, including capital loss and sustainability risks.
* For more information on the reference index, visit www.msci.com
Natixis believes companies with stronger ESG profiles can exhibit:
More and more investors are demanding ESG investments
* Natixis Investment Managers, Global Survey of Institutional Investors conducted by CoreData Research in October and November 2020.
** Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, March-April 2021. Survey included 8,550 investors in 24 countries.
The four transitions that are reshaping the world – and creating opportunity*
As part of its strategy to create long-term sustainable returns, Mirova identifies companies globally that provide solutions to the challenges related to four major long-term trends. These trends will drive transformation regardless of cyclicality of the global economy.
For example, Mirova believes sea levels will continue to rise. Natural sources of fresh water will continue to become scarcer. People will continue to live longer, and innovations in technology will continue to change the way the world interacts and conducts business. Depending on where companies stand with regard to sustainability, these transitions create risks – or opportunities.
* The information provided reflects Mirova’s opinion / the situation is as of the date of this document and is subject to change without notice.
To illustrate the contribution of Mirova’s investments to the primary issues of sustainable development, their ‘global’ assessment is broken down into six impact pillars: three related to environmental issues, three based on social issues.* Each pillar is assessed according to our five-point qualitative scale, from Negative to Committed.
* Source - Source: Mirova / ILG - Cambridge CISL. This segmentation of sustainability issues into 6 pillars is based on the work of the Investment Leaders Group (ILG) within the Cambridge Institute for Sustainability Leadership (CISL) - See https://www.cisl.cam.ac.uk/publications/publication-pdfs/impact-report.pdf
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2 For Mirova’s investments. For more information on our methodologies, please refer to our Mirova website: www.mirova.com/en/research
3 Greenhouse gas - Source: Cambridge / Investment Leader Group.
References to a ranking, award or label have no bearing on the future performance of any fund or manager. Mirova is a mission-driven company since 2020. For more information: www.entrepriseamission.com. Since 2006, the B Corp movement has been promoting strong values of change throughout the world to make companies "a force for good" and to distinguish between those that reconcile profit (for profit) and collective interest (for purpose). The B Corp's objective is to certify companies that integrate social, societal and environmental objectives into their business models and operations. For more information: www.bcorporation.net/about-b-corps. Mirova is B corp certified since 2020.
Investment Objective: The investment objective of the Natxis Mirova Global Sustainable Equity Fund is to allocate the capital towards sustainable economic models with environmental and/or social benefits by investing in companies which qualify as a sustainable investment and whose economic activity contributes positively to or does not significantly harm the achievement of one or more of the UN Sustainable Development Goals (SDGs) and/or reduces the risk of not achieving one or more of the UN SDGs, while ensuring that the portfolio companies follow good governance practices. The achievement of the extra-financial investment objective is based on the results of the assumptions made by the delegated investment manager. For more information on Mirova’s methodologies, please refer to our Mirova website: www.mirova.com/en/research
The Fund is subject to sustainability risks as defined in the Regulation 2019/2088 (article 2(22)) by environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment. More information on the framework related to the incorporation of Sustainability can be found on the website of the Management Company and the Delegated Investment Manager. The information provided reflects Mirova’s opinion / the situation as the date of this document and are subject to change without notice.
ESG Investing Risk & Methodological limits
By using ESG criteria in the investment policy, the relevant Fund's objective would in particular be to better manage sustainability risk and generate sustainable, long-term returns. ESG criteria may be generated using Mirova’s proprietary models, third party models and data or a combination of both. The assessment criteria may change over time or vary depending on the sector or industry in which the relevant issuer operates. Applying ESG criteria to the investment process may lead Mirova to invest in or exclude securities for non-financial reasons, irrespective of market opportunities available. ESG data received from third parties may be incomplete, inaccurate or unavailable from time to time. As a result, there is a risk that Mirova may incorrectly assess a security or issuer, resulting in the incorrect direct or indirect inclusion or exclusion of a security in the portfolio of a Fund.
All amounts shown are expressed in USD unless otherwise indicated.
French Public Limited liability company with board of Directors
Regulated by AMF under n°GP 02-014
RCS Paris n°394 648 216
Registered Office: 59, Avenue Pierre Mendes France – 75013 – Paris
Mirova is an affiliate of Natixis Investment Managers.
888 Boylston Street, Boston, MA 02199; Tel: 857-305-6333
Mirova US is a US-based investment advisor that is a, wholly owned affiliate of Mirova. Mirova is operated in the U.S. through Mirova US. Mirova US and Mirova entered into an agreement whereby Mirova provides Mirova US investment and research expertise, which Mirova US then combines with its own expertise when providing advice to clients.