Mirova Global Megatrends Fund Class N (ESGNX)

Overview

The described company operates as an investment fund, focusing on investing in a diverse portfolio of equity securities. The fund's primary strategy includes allocating its assets across various types of equity securities such as common stocks, preferred stocks, depositary receipts, and real estate investment trusts (REITs). A significant aspect of its investment approach is its geographic diversification, whereby it commits to investing in companies located in at least three different countries, including potentially the United States. The fund sets a benchmark for its international investments by ensuring that a portion of its assets, at least equal to the lesser of 40% or the MSCI World Index’s percentage of foreign issuers minus 5%, is invested in securities of companies based outside the U.S. This strategy aims to maximize returns by leveraging the potential growth across global markets while adhering to its investment benchmarks.

Products and Services

• Equity Securities Investment

  The fund invests a majority of its assets, at least 80%, in a wide range of equity securities including common stocks, which represent shares of ownership in a company; preferred stocks, which offer dividends at a fixed rate and have priority over common stocks in dividend payments; depositary receipts, which represent shares in a foreign company; and real estate investment trusts (REITs), which are companies that own, operate, or finance income-generating real estate.

• Global Investment Strategy

  It maintains a global investment outlook by investing in securities of companies located in a minimum of three different countries, which may include the United States. This global diversification aims to capture growth in various economies and markets, leveraging the potential for higher returns outside the domestic market.

• Foreign Securities Investment

  A cornerstone of the fund's investment strategy is its commitment to investing in foreign securities. The fund assures that a significant portion of its assets, at least the lesser of 40% or the MSCI World Index’s percentage of foreign issuers minus 5%, is invested in companies located outside the U.S. This approach enables the fund to take advantage of international market trends and opportunities, diversifying its investment portfolio beyond domestic markets.