Banorte leads the way with the best global fund in Mexico

The financial group Grupo Financiero Banorte is solidifying its position in the investment sector by receiving a key accolade for its fund portfolio. This distinction positions the institution as one of the leading players in sustainable asset management in Mexico, in an environment where investors are increasingly seeking responsible and profitable alternatives.
On this occasion, Operadora de Fondos Banorte was honored by Morningstar with the award for Best Global Equity Fund in Mexico, thanks to the outstanding performance of its NTEESG fund. This investment vehicle has stood out for its ability to generate consistent returns under criteria aligned with global trends.
Banorte’s NTEESG fund focuses on global equity investments based on Environmental, Social, and Governance (ESG) criteria, a strategy that has gained significant prominence in international markets. This approach seeks not only financial returns but also aims to contribute to responsible and sustainable business practices.
The award was presented as part of the 2026 Morningstar Awards for Investing Excellence, an event that recognizes the world’s leading funds and managers. This award validates the strength of Banorte’s investment strategy in a highly competitive environment.
Morningstar’s evaluation methodology is characterized by its technical rigor, combining risk-adjusted historical results, performance consistency, and a comprehensive qualitative analysis. The latter includes factors such as management quality, investment processes, and the manager’s institutional strength.
Banorte has established itself as a leader in long-term value creation. The performance of the NTEESG fund reflects a well-structured strategy that responds to both market conditions and the demands of modern investors.
Carlos Hank González, Chairman of Banorte’s Board of Directors, highlighted the significance of this recognition, noting that the combination of a customer-centric approach and sustainability yields positive results. His vision reinforces the group’s commitment to responsible economic development.
The executive emphasized that Banorte acts as a strategic partner to Mexican families and businesses, supporting their growth through innovative financial solutions. This philosophy has been key to consolidating its leadership in the national financial sector.