About ESGMX
Mirova Global Megatrends Fund Class A is an actively managed mutual fund that seeks long-term capital appreciation by investing in global equities. Its primary mandate is to capture growth opportunities by focusing on companies poised to benefit from significant, long-term shifts and structural changes in the global economy—often referred to as megatrends. The fund holds a diversified portfolio of stocks, including common and preferred shares, depositary receipts, and real estate investment trusts. At least 80% of its assets are typically allocated to equities, maintaining an international focus by investing in firms across no fewer than three countries, ensuring broad geographical exposure. The fund emphasizes sustainable investing by fully integrating Environmental, Social, and Governance (ESG) criteria throughout its investment process, aiming to both manage risk and identify innovative market leaders. Its portfolio features notable allocations to sectors such as technology, healthcare, financial services, and basic materials, with top holdings including global companies like Microsoft, NVIDIA, and Eli Lilly. Positioned within the global large-stock growth category, Mirova Global Megatrends Fund Class A plays a role in providing investors access to diversified, forward-looking equity exposure aligned with sustainable and transformative global themes.
Fund Family Natixis Funds
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ESGMX
Share Class Class A
Index MSCI World NR USD
ESGMX had a total return of 7.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.37%.
