Mirova Global Sustainable Equity C (ESGCX)
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Mirova Global Sustainable Equity C
Boston MA 02116
399 Boylston Street, 12th Floor
Natixis Funds Trust I
Management Information
,Lead Manager since December 26, 2022
Soliane Varlet joined Mirova in 2005 and holds the positions of Senior Portfolio Manager and Head of Euro Equities and Diversity Thematic. Soliane began her career in 2000 as a sell-side equity analyst, specialising in the media sector at CM-CIC Securities. She then joined Ostrum Asset Management as a Buy-Side Equity Analyst in 2005, and has been a co-portfolio manager of the Mirova Euro Sustainable Equity strategy since 2013 and of the Mirova Women Leaders Equity Fund, a Luxembourg fund, since 2019. Ms Varlet earned a master's degree in Banking and Finance (DESS Banque-Finance) from Université Lyon 2 and from SFAF (French Society for Financial Analysts). Soliane graduated from ESC Reims CESEM (now Neoma Business School) and holds a master's degree in Banking and Finance (DESS Banque-Finance) from Lyon 2. She holds a SFAF diploma (French Society for Financial Analysts).
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Large-Stock Growth
Fund FamilyNatixis Funds
Net Assets1.14B
YTD Return10.77%
Yield0.05%
Morningstar Rating★★★★
Inception DateMar 30, 2016
Fund Operations
Last Dividend0.01
Last Cap Gain4.00
Holdings Turnover23.00%
Average for CategoryN/A
Fees & Expenses
ExpenseESGCXCategory Average
Annual Report Expense Ratio (net)1.95%1.12%
Prospectus Net Expense Ratio1.95%N/A
Prospectus Gross Expense Ratio2.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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