Natixis Sustainable Future 2050 Fund

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Natixis Sustainable Future 2050 N (NSFKX)
Type
Open-end mutual fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
9.62%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
94
holdings flagged
9.6%
of assets flagged
This fund contains
 $1.43 MILLION invested 
in holdings flagged for deforestation risk
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producers
Commodity producers
8 holdings
0.2% of assets
$30,293 invested
banks
Banks and lenders
23 holdings
1.55% of assets
$230,684 invested
consumers
Major consumer brands
67 holdings
7.95% of assets
$1.18 MILLION invested
Commodity producers
Commodity producers
8 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
8 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Hormel Foods Corp
    Soy producerCattle producer
    0.06%0.06% of portfolio
    $8,912$8,912 invested
    Soy producerCattle producer
  • 2. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.05%0.05% of portfolio
    $7,535$7,535 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 3. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.02%0.02% of portfolio
    $3,575$3,575 invested
    Timber producerRubber producerPaper/pulp producer
  • 4. Mitsubishi Corp
    Palm oil producer
    0.02%0.02% of portfolio
    $2,948$2,948 invested
    Palm oil producer
  • 5. Neste Corp
    Soy producerPalm oil producer
    0.02%0.02% of portfolio
    $2,394$2,394 invested
    Soy producerPalm oil producer
View next 3
Banks and lenders
Banks and lenders
23 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
23 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bank of America Corp
    0.4%0.4% of portfolio
    $58,859$58,859 invested
  • 2. Citigroup Inc
    0.33%0.33% of portfolio
    $49,018$49,018 invested
  • 3. JPMorgan Chase & Co
    0.3%0.3% of portfolio
    $43,970$43,970 invested
  • 4. HSBC Holdings PLC
    0.08%0.08% of portfolio
    $11,947$11,947 invested
  • 5. Morgan Stanley
    0.06%0.06% of portfolio
    $8,503$8,503 invested
View next 5
Major consumer brands
Major consumer brands
67 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
67 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.94%1.94% of portfolio
    $289,271$289,271 invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.42%0.42% of portfolio
    $62,822$62,822 invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. LVMH Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.41%0.41% of portfolio
    $61,351$61,351 invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Starbucks Corp
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.37%0.37% of portfolio
    $54,385$54,385 invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Li Ning Co Ltd
    Cattle major consumer brandPaper/pulp major consumer brand
    0.31%0.31% of portfolio
    $46,552$46,552 invested
    Cattle major consumer brandPaper/pulp major consumer brand
View next 5
View more info
DATA AS OF 31 May 2023
Financial performance
Performance data provided byMorningstarFind more financial data on NSFKX at Morningstar.com
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.09% less in annualized returns
Less invested in commodity producers 
0.09% less invested
Less invested in banks and lenders 
0.77% less invested
Less invested in major consumer brands 
4.67% less invested
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.09% less in annualized returns
Less invested in commodity producers 
0.09% less invested
Less invested in banks and lenders 
0.77% less invested
Less invested in major consumer brands 
4.67% less invested
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.09% less in annualized returns
Less invested in commodity producers 
0.09% less invested
Less invested in banks and lenders 
0.77% less invested
Less invested in major consumer brands 
4.67% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
NSFKX - Natixis Sustainable Future 2050 Fund
13%
9.63%
8.07%
/
0.2% 
Benchmark
IVV - iShares Core S&P 500 ETF
13%
14%
12%
13%
0.29% 
Fund compared to benchmark
 
-0.18%
-4.05%
-4.09%
/
0.09%  lower
Find more financial data on NSFKX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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