About ESGCX
Mirova Global Megatrends Fund Class C is an actively managed mutual fund dedicated to capturing long-term capital appreciation by investing in global equity markets. The fund’s strategy centers on identifying companies worldwide that are positioned to benefit from transformative, multi-thematic trends, with an emphasis on environmental, social, and governance (ESG) factors rigorously integrated throughout the selection process. At least 40% of the fund’s assets are typically allocated to securities of companies located outside the U.S., including exposure to emerging markets, and investments span both growth and value stocks of various market capitalizations. The fund holds a diverse portfolio, usually comprising around 59–60 holdings across multiple industry sectors, and employs a bottom-up, fundamental research approach. Benchmarked against the MSCI World Index, Mirova Global Megatrends Fund Class C seeks to capitalize on global shifts such as technological advancement, demographic evolution, and increased demand for sustainability. Its role in the financial market is to offer investors diversified access to leading international firms with strong ESG profiles, contributing to a portfolio’s global equity and responsible investment exposure.
Fund Family Natixis Funds
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ESGCX
Share Class Class C
Index MSCI World NR USD
ESGCX had a total return of 5.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.43%.
