The Natixis Sustainable Future Funds® are designed for retirement investors who want to generate sustainable long-term returns. The Funds combine a sophisticated “through retirement” allocation glidepath with a focus on ESG investing. They are also intended to be suitable as a QDIA (qualified default investment alternative) for ERISA plans.

4 and 5-star rated funds by Morningstar.*

Fund Name
(Inception Date: 2/28/17)
Morningstar Category
Overall Morningstar Rating
Target Date 2015

out of 98 funds
Target Date 2020

out of 195 funds
Target Date 2025

out of 200 funds
Target Date 2030

out of 209 funds
Target Date 2035

out of 197 funds
Target Date 2040

out of 209 funds
Target Date 2045

out of 197 funds
Target Date 2050

out of 209 funds
Target Date 2055

out of 195 funds
Target Date 2060+

out of 165 funds
 


* As of 6/30/2020. Overall rating derived from weighted average of the 3-, 5- and 10-year (if applicable) Morningstar Rating metrics; other ratings based on risk-adjusted returns.

Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. 




Fund Management

The Funds’ broadly diversified portfolios are managed by a proven team, using a variety of active and passive investment strategies from experienced managers:

  • ESG equity index strategies managed by Active Index Advisors®
  • Active equity strategies managed by Harris Associates and Loomis, Sayles & Company
  • Active fixed income strategies managed by Loomis, Sayles & Company
  • Thematic equity and fixed income strategies managed by Mirova

Select the Right Fund

The Natixis Sustainable Future Funds® are a family of ten funds with target dates out to 2060. They’re designed to help investors build a nest egg for a specific date in the future when they plan to retire. Just choose the fund with the year closest to when you think you will start withdrawing your savings – usually around age 65.
Asset Allocation Glidepath – To and Through Retirement
To help investors prepare for lengthy retirements, the asset allocation focuses on building and retaining assets to – and through – the designated retirement date.
 

The Funds are designed for investors who will be age 65 around the year indicated in each Fund's name. When choosing a Fund, investors who anticipate retiring significantly earlier or later than age 65 may want to select a Fund closer to their anticipated retirement year. Besides age, there may be other considerations relevant to fund selection, including personal circumstances, risk tolerance and specific investment goals.

Each fund's asset allocation becomes increasingly conservative as it approaches the target date and beyond. Allocations may deviate plus or minus 10% from their targeted percentages.

Principal invested is not guaranteed against losses. It is possible to lose money by investing in the Funds, including at and after the Funds' target date.

Investments in the Funds are subject to the risks of the underlying funds and separately managed segments.


Contact Us

Our Natixis retirement specialists can help you fit the Natixis Sustainable Future Funds® into your plan offerings. 

Follow us on Twitter @NatixisIM and join the conversation about ESG and retirement planning using the hashtags #GenerationSave and #RetireResponsibly.

Please call   (800) 862-4863

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