Natixis Sustainable Future Series

Natixis Funds
Rated as Natixis Sustainable Future 2050 Fund
Updated May 2022

Environment
scorecard

Fossil fuels
Fossil fuels
Fair
Deforestation
Deforestation
Fair

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Social
scorecard

Gender equality
Gender equality
Poor
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Fair
Military weapons
Military weapons
Fair
Tobacco
Tobacco
Fair

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Fossil fuel grade
The Natixis Sustainable Future Series is 5.01% invested in fossil fuels.

Fossil fuel grade

C
Fossil fuel exposure of 5.01% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.
Fossil fuel grade of C
5.01% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners293.05%
Coal industryCoal industry120.42%
Oil/gas industryOil/gas industry444.21%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities20.18%
Fossil-fired utilitiesFossil-fired utilities231.13%
All fossil fuel screens615.01%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. EOG Resources Inc
    0.59%
  2. APA Corp
    0.5%
  3. ConocoPhillips
    0.48%
  4. Diamondback Energy Inc
    0.24%
  5. Exxon Mobil Corp
    0.16%
Coal industry
Top 5 holdings

Coal industry

  1. American Electric Power Co Inc
    0.14%
  2. Idacorp Inc
    0.08%
  3. ITOCHU Corp
    0.04%
  4. Anglo American PLC
    0.03%
  5. Glencore PLC
    0.03%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. EOG Resources Inc
    0.59%
  2. APA Corp
    0.5%
  3. ConocoPhillips
    0.48%
  4. KKR & Co Inc
    0.34%
  5. Diamondback Energy Inc
    0.24%
Top 30 coal-fired utilities
Top 2 holdings

Top 30 coal-fired utilities

  1. American Electric Power Co Inc
    0.14%
  2. Enel SpA
    0.03%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Eversource Energy
    0.15%
  2. American Electric Power Co Inc
    0.14%
  3. New Jersey Resources Corp
    0.12%
  4. NextEra Energy Inc
    0.11%
  5. Consolidated Edison Inc
    0.1%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Natixis Sustainable Future 2015 Fund
Natixis Sustainable Future 2020 Fund
Natixis Sustainable Future 2025 Fund
Natixis Sustainable Future 2030 Fund
Natixis Sustainable Future 2035 Fund
Natixis Sustainable Future 2040 Fund
Natixis Sustainable Future 2045 Fund
Natixis Sustainable Future 2050 Fund
Natixis Sustainable Future 2055 Fund
Natixis Sustainable Future 2060 Fund
Natixis Sustainable Future 2065 Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

NSFBX
NSFDX
NSFEX
NSFFX
NSFGX
NSFHX
NSFJX
NSFKX
NSFLX
NSFMX
NSFOX



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