About ESGYX
Mirova Global Megatrends Fund Class Y is an institutional mutual fund focused on capturing growth opportunities driven by transformative global trends. Structured as a large-cap growth fund, it invests primarily in equity securities of companies across developed and emerging markets that benefit from long-term secular themes such as technological innovation, demographic shifts, and environmental sustainability. The fund incorporates comprehensive ESG (Environmental, Social, and Governance) criteria into its investment process, aiming to manage risk and promote responsible corporate practices. Its portfolio is diversified across sectors including technology, healthcare, financial services, and consumer cyclicals, with significant stakes in leading companies like NVIDIA, Microsoft, Novo Nordisk, and Mastercard. With U.S. holdings comprising the majority, the fund also maintains a notable international allocation. By integrating fundamental analysis and thematic research, Mirova Global Megatrends Fund Class Y plays a distinctive role in offering investors exposure to companies poised to shape and benefit from major structural changes in the global economy.
Fund Family Natixis Funds
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ESGYX
Share Class Class Y
Index MSCI World NR USD
ESGYX had a total return of 7.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.66%.
