#Mexico #Mexico City #Banorte #Morningstar #NTEESG Fund

Banorte's NTEESG Fund Receives Prestigious Morningstar Award

Mexico City, April 8, 2026 — Operadora de Fondos Banorte has recently been awarded by Morningstar, a leading global fund analysis firm, for having the Best Global Equity Fund in Mexico. This accolade was bestowed upon the NTEESG fund for its impressive performance that adheres to Environmental, Social, and Governance (ESG) criteria.

The recognition is part of the 2026 Morningstar Awards for Investing Excellence, highlighting the strong investment strategy and ability of Grupo Financiero Banorte to deliver sustainable, long-term value to its clients. The methodology used by Morningstar to determine this award includes a rigorous analysis of risk-adjusted historical performance, consistency in results, and a qualitative assessment of key aspects such as management quality and the fund’s investment processes.

Carlos Hank González, the Chairman of Grupo Financiero Banorte, commented on this prestigious recognition, saying, "When a genuine passion for our clients and sustainability come together, great things happen. We partner with Mexican families and businesses, supporting their growth with solutions that benefit them and promote a better future for all."

The management team behind NTEESG is noted for its exceptional analytical skills and extensive experience in international markets, integrating a systematic ESG approach into their investment decisions. This positions Grupo Financiero Banorte as a crucial player in the shift towards a sustainable economy.

Morningstar’s recognition not only reinforces the efforts of Grupo Financiero Banorte to promote financial tools that channel investments into strategic sectors but also supports productive growth and the nation’s commitment to developing responsibly and sustainably.

About Morningstar Awards for Investing Excellence

The Morningstar Awards aim to help investors globally identify outstanding funds and fund managers for the year. The funds nominated for awards undergo selection based on stringent quantitative methodologies that emphasize superior performance over one, three, and five-year periods. The regional Fund Manager of the Year awards acknowledge managers who not only achieve top results but also exhibit responsible stewardship over shareholder capital.

To learn more about the Morningstar Awards for Investing Excellence, you can visit Morningstar’s website.

About Banorte

Grupo Financiero Banorte (GFNorte) provides an extensive range of financial services for individuals and corporations, including banking, brokerage, fund management, insurance, and pensions. Among its subsidiaries is Afore XXI Banorte, a significant pension fund in Mexico. Listed on the Mexican Stock Exchange, GFNorte employs over 34,000 people and maintains a robust infrastructure with 1,216 branches and over 12,000 ATMs across the country.

In conclusion, the award-winning NTEESG fund is a testament to Banorte’s commitment to sustainable investment practices and its role in leading financial growth in Mexico as it continues to focus on balancing profitability with sustainability.