Mirova Global Sustainable Equity Fund (ESGYX)

$1.04B
0.95%
Equities
Overall impact
A (96)
Shareholder advocacy
B
ESG
Environment
...
Social
...
Governance
...
Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 48
Impact
Cause ESGYX
Peer rank
Overall impact

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Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 48
Impact trend

Change in rating for overall impact

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Advocacy data
Responsible governance
Not available
Advocacy activities
B(75.0)
Proxy votes 2015-19
43.0%
Proxy votes 2020
65.0%
Proxy votes 2021
Not available
Proxy votes rating
C(54.0)
Overall advocacy and engagement rating
B(64.6)
Info
Name
Mirova Global Sustainable Equity Fund
Symbol
ESGYX
Type
Mutual Fund
ISIN
US63872R5330
CUSIP
63872R533
APIR
ETL8069AU
Fund family
Natixis
Asset class
Equities
Category
Equity - World Large Growth
Total assets
$1.04B
More info
Share classes
ETL8069AU
ESGYX
ESGMX
Expense ratio
ETL8069AU
0.00%
ESGYX
0.95%
ESGMX
1.20%
Description

The managers implement a high conviction approach to security selection, investing in a portfolio of approximately 50 stocks and aiming to outperform a broad global equity index over a full market cycle.

The managers use a thematic approach in idea generation, investing in companies they believe offer solutions to the major transitions the world is going through: demographic, environmental, technological and governance.

The managers conduct detailed fundamental research in selecting companies that it believes are well-managed, are expected to benefit from strong, sustainable competitive advantages, and have demonstrated a solid financial structure while avoiding irresponsible risks.

The managers invest in stocks they believe to be priced at a significant discount to their estimate of intrinsic value.

The team aims to maximize exposure to companies with a positive impact on the UN Sustainable Development Goals, while avoiding those whose activities or products inhibit the achievement of the goals.

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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