Fund Rationale: Mirova Global Sustainable Equity Fund

Mirova Global Sustainable Equity Fund (the “Fund”)
SGD Retail Accumulation Shares (ISIN: LU1712237335)
Fund Manager Page
Mirova is an affiliate of Natixis Investment Managers.

Endowus have selected the Fund for its robust ESG methodology, high quality management team and proven track record.

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Key Information

Fund Objective: Seeks to outperform its benchmark, the MSCI World Index, through investments in companies whose businesses include activities related to sustainable investment themes over the recommended minimum investment period of 5 years.

Suitability: Investors who are looking for an exposure to global equity markets via investments in companies whose business include activities related to sustainable investments, can afford to set aside capital for at least 5 years, can accept temporary and/or potential capital losses, and can tolerate volatility.

Cost:
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* Total Fund-level Fees include fund management fee of 1.80%.
** Endowus do not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Access Fee.

Fund Characteristics

Fund Inception: 24 May 2013
Share Class Inception: 28 April 2020
Benchmark: MSCI World Index

Fund AUM: SGD 4.2bn
Source: MorningStar as of 12 January 2021. Please refer to the FMC page for the most updated AUM.

Regional Allocation:

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Sector Allocation:

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Source: MorningStar as of 31 August 2020. Allocation data indicate actual exposure as a percentage of the Fund's total Net Asset Value. Please refer to the Fund Manager Page for the most updated information on Fund Holdings and Breakdown.

Selection Criteria

Endowus have selected the Mirova Global Sustainable Equity Fund for its robust ESG methodology, high quality management team and proven track record. Mirova, as specialists in sustainable investing, have deep expertise in analysing sustainable themes, sectors and issuers; they have a dedicated responsible investing research team that utilise proprietary internal research methods to conduct holistic sustainability assessment on companies. The lead portfolio manager of the Fund, Jen Peers, has deep experience in responsible and thematic investing since 2003, and is supported by two other portfolio managers, each with more than 10 years of investing experience. The portfolio management team apply a disciplined fundamental research process, and incorporate all the information from the responsible investing team.

As a result, the portfolio consists of a basket of high-conviction stocks from companies that contribute positively to the UN Sustainable Development Goals (SDGs), and has successfully delivered financial return together with its sustainability focus. It has been outperforming the benchmark since its inception, with only a similar risk level to the benchmark. It has also shown superior drawdown control relative to both the benchmark and its peers.

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Updated by Endowus: January 2021

** Disclaimer: Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Any opinions expressed reflect a judgment at the original date of publication by us and are subject to change without notice.
The prospectus, profile statement, product highlight sheet, fund factsheet or other offer or product documents may contain references about the expected risk tolerance of their target investors. These are in no way indicative of how we at Endowus have assessed your risk tolerance based on your stated objectives and financial situation. Endowus accepts no responsibility for investment decisions made in response to the expected risk tolerance levels mentioned in the product or offer documents.