Natixis Sustainable Future Funds®

Retirement Plan Participants Speak up for Sustainable Funds

Learn why one plan participant chose a sustainable target date fund in his 401(k) plan.

I will actually contribute more money towards my own 401(k) knowing that I'm doing so in a responsible way

- Mike Twardy, Account Supervisor, Shelton Group

As the nation’s leading marketing communications firm exclusively focused on sustainability, the Shelton Group has adopted the industry’s first ESG-driven target date mutual fund series into their employee 401(k) plan.

What is ESG?

“ESG” is a general term that covers a variety of investment approaches. ESG strategies factor environmental, social, and governance considerations into the investment process, with the goal of generating long-term, sustainable returns for investors. The Natixis Sustainable Future Funds® pursue competitive returns from investments that align with ESG values.

environment
Environment
Renewable energy, lower carbon emissions, water management, pollution control

NSFF Icons environment
Social
Labor practices, human rights, data protection, selling practices, corporate supply chains

Governance
Governance
Board makeup, corruption policies, auditing structure

Selecting 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.

Choose a Target Date
Natixis Sustainable Future Funds® : 10 Target Dates

Natixis Sustainable Future 2015 Fund®
Natixis Sustainable Future 2020 Fund®
Natixis Sustainable Future 2025 Fund®
Natixis Sustainable Future 2030 Fund®
Natixis Sustainable Future 2035 Fund®
Natixis Sustainable Future 2040 Fund®
Natixis Sustainable Future 2045 Fund®
Natixis Sustainable Future 2050 Fund®
Natixis Sustainable Future 2055 Fund®
Natixis Sustainable Future 2060 Fund®


Find Your Target Date Fund

When do you want to retire*?
Your target fund is:
Natixis Sustainable Future 2015 Fund®


Asset Allocation Glidepath

 

* 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.


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

Contact Us To Learn More
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.

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

1 Mirova operates in the US through Natixis Investment Managers.

2 Loomis, Sayles & Company, L.P. is not an advisor or subadvisor to the Natixis Sustainable Future FundsSM but manages underlying mutual funds that are part of the Funds’ fixed income allocation.

3 Active indexing refers to a type of investment management where a portfolio manager bases the portfolio's initial investment proportions according to a specific benchmark index in which the manager is attempting to track, and then actively adds or subtracts security positions for tax management or other client-specific purposes.

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.

 



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