Climate Stability

Limit GHG3 levels to stabilize global temperature rise under 2°C1
Fund at a glance
Type
Global Thematic
Equity
Strategy
High conviction
portfolio with
low turnover and
high active share
Impact Fund
Classified Article
9 under the
European SFDR
A Double Objective
Aims to combine
financial performance
with environmental and
social impact
Inception Date
25.10.2013
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Transition your portfolio into tomorrow
Search for financial outperformance with a focus on positive environmental and social impact
The 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)
Natixis Investment Managers believes companies with stronger ESG profiles can exhibit:
1 Higher profitability
2 Lower risk of
severe drawdowns
3 Lower
systematic risk
4 Greater potential for long-term growth and innovation
More and more investors are demanding ESG investments
62% of institutional investors say there’s alpha to be found in ESG*
36% of individual investors say they invest in ESG because they want their investments to align with their personal values**
4 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.
Demographics
Technology
Environment
Governance
6 differentiators that set the Mirova Global Sustainable Equity Fund and Mirova apart
Jens Peers and Hua Cheng are contracted by Mirova and seconded to Mirova US. Mirova US and Mirova agreed on a participating affiliate agreement.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
At Mirova, analysis of an asset—any asset regardless of asset class—allows us to establish an overall qualitative opinion, described using a five-point scale and makes it possible for us to determine whether the asset is consistent with achieving the SDGs.* This assessment is conducted in accordance with our main principles and includes the risk/opportunity approach, taking into account the quality of products and services as well as the way operations are conducted, the global approach of the entire life cycle, and the differentiation approach, adapting issue selection to the specificities of each asset.**
* Among ESG data providers or financial players, qualitative opinions can take a variety of forms. Letter grades (e.g. CCC to AAA at MSCI, D- to A+ at ISS ESG), qualification of an opinion (Weak / Limited / Robust / Advanced at Vigeo Eiris, Negligible / Low / Medium / High / Severe at Sustainalytics). These qualitative opinions are generally accompanied by numerical scores, for example a score between 0 and 100.
** The analysis grids adopted sector by sector are communicated in publicly available sectoral sheets. https://www.mirova.com/en/research/understand#vision
2 For more information on Mirova’s methodologies, please refer to the Mirova website: www.mirova.com/en/research
IMPACT PILLARS
To illustrate the contribution of our investments to the primary issues of sustainable development, our ‘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
Environmental
Climate Stability
Limit GHG3 levels to stabilize global temperature rise under 2°C1
Healthy Ecosystems
Maintain ecologically sound landscapes and seas for nature and people
Resource Security
Preserve stocks of natural resources through efficient and circular use
Basic Needs
Energy, shelter, sanitation, communication, transportation, credit and health for all
Well-Being
Enhanced health, education, justice and equality of opportunity for all
Decent Work
Secure, socially inclusive jobs and working conditions for all
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