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.*
(Inception Date: 2/28/17)
out of 98 funds
out of 195 funds
out of 200 funds
out of 209 funds
out of 197 funds
out of 209 funds
out of 197 funds
out of 209 funds
out of 195 funds
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 ManagementThe 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 FundThe 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.
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.
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
What the proposed rule for ERISA plans could mean for ESG investment selection is discussed with employer-sponsored retirement plan expert Bradford Campbell.
The first ESG-driven target date mutual funds – designed to help plan participants invest for the future with purpose.
Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.
The Executive Director of The Solar Foundation explains why they chose the Natixis Sustainable Future Funds® for the foundation’s 401(k) plan.
Our Natixis retirement specialists can help you fit the Natixis Sustainable Future Funds® into your plan offerings.
Please call (800) 862-4863Contact Us to Learn More
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ used to rank the fund against other funds in the same category. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, without any adjustments for loads (front-end, deferred, or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star (each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages). Past performance is no guarantee of future results.
Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity. Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices, therefore each Fund's universe of investments may be reduced. It may sell a security when it could be disadvantageous to do so or forgo opportunities in certain companies, industries, sectors or countries. This could have a negative impact on performance depending on whether such investments are in or out of favor. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Mortgage-related and asset-backed securities are subject to the risks of the mortgages and assets underlying the securities. Other related risks include prepayment risk, which is the risk that the securities may be prepaid, potentially resulting in the reinvestment of the prepaid amounts into securities with lower yields. Inflation protected securities move with the rate of inflation and carry the risk that in deflationary conditions (when inflation is negative) the value of the bond may decrease. Multi-manager funds may be managed by several sub-advisers using different styles which may not always complement each other. This could adversely affect performance and may lead to higher fund expenses.
Natixis Distribution, L.P. does not provide legal advice. Please consult with a legal professional prior to making any investing decision.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.