About ESGNX
Mirova Global Megatrends Fund Class N is an actively managed mutual fund focused on long-term capital appreciation through investments in global equities. The fund distinguishes itself by targeting major global megatrends—transformative, structural shifts impacting society and the economy over the coming decades. It integrates environmental, social, and governance (ESG) criteria throughout its investment process, aiming to align growth opportunities with sustainable practices. At least 40% of assets are allocated to companies outside the United States, including up to 25% in emerging markets, providing broad international exposure. The portfolio spans large, mid, and small-cap firms, reflecting both growth and value investment strategies. The fund’s holdings are diversified across multiple sectors, often aligning with themes such as climate change, digital transformation, healthcare innovation, and demographic shifts. With a relatively high minimum investment and a disciplined ESG framework, Mirova Global Megatrends Fund Class N serves institutional investors and individuals seeking comprehensive, sustainability-driven exposure to global equity markets.
Fund Family Natixis Funds
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol ESGNX
Share Class Class N
Index MSCI World NR USD
ESGNX had a total return of 6.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.87%.