| Sustainable investment theme | Key UN SDGs | Aligned / transitioning company | Sector | % Fund | |
|---|---|---|---|---|---|
| Broadcom | Education & information access | 9 | Aligned | Information Technology | 5.3 |
| Microsoft | Education & information access | 8 | Aligned | Information Technology | 5.2 |
| TSMC | Education & information access | 9 | Aligned | Information Technology | 4.2 |
| NVIDIA | Education & information access | 8 | Aligned | Information Technology | 3.9 |
| Alphabet | Education & information access | 16 | Aligned | Communication Services | 3.7 |
| Novo Nordisk | Health & well-being | 3 | Aligned | Health Care | 3.3 |
| Eli Lilly | Health & well-being | 3 | Aligned | Health Care | 2.1 |
| MercadoLibre | Financial inclusion | 8 | Aligned | Consumer Discretionary | 2.1 |
| Visa | Financial inclusion | 8 | Aligned | Financials | 2.0 |
| Shopify | Financial inclusion | 8, 9 | Aligned | Information Technology | 1.8 |
| Sector | % Fund |
|---|---|
| Energy | — |
| Materials | 2.9 |
| Industrials | 13.8 |
| Consumer discretionary | 5.2 |
| Consumer staples | 2.7 |
| Health care | 19.0 |
| Financials | 13.8 |
| Information technology | 29.8 |
| Communication Services | 5.5 |
| Utilities | 3.5 |
| Real estate | 0.8 |
| Cash and equivalents | 3.0 |
| Name | % Fund |
|---|---|
| North America | 65.7 |
| Europe | 17.1 |
| Emerging Markets | 10.2 |
| Japan | 2.9 |
| Pacific ex Japan | 0.9 |
| Other | 0.2 |
| Cash & equivalents | 3.0 |
| % Fund | |
|---|---|
| Education & information access | 30.8 |
| Health & well-being | 20.9 |
| Financial inclusion | 16.5 |
| Energy transition | 11.9 |
| Responsible consumption | 9.0 |
| Sustainable cities & communities | 7.6 |
| Clean water & sanitation | 0.4 |
| Cash | 3.0 |
| % Fund | |
|---|---|
| Aligned | 91.7 |
| Transitioning | 5.3 |
| Cash | 3.0 |
| % Fund | ||
|---|---|---|
| 8 | Decent Work and Economic Growth | 25.7 |
| 3 | Good Health and Well-being | 20.6 |
| 9 | Industry, Innovation and Infrastructure | 15.8 |
| 7 | Affordable and Clean Energy | 5.9 |
| 16 | Peace, Justice and Strong Institutions | 3.8 |
| 2 | Zero Hunger | 2.9 |
| 11 | Sustainable Cities and Communities | 2.4 |
| 12 | Responsible Consumption and Production | 2.4 |
| 6 | Clean Water and Sanitation | 2.3 |
| 1 | No Poverty | 1.9 |
| 13 | Climate Action | 1.3 |
| 17 | Partnerships for the Goals | 1.1 |
| 5 | Gender Equality | 0.7 |
| 10 | Reduced Inequalities | 0.3 |
| 4 | Quality Education | 0.2 |
| 15 | Life on Land | 0.0 |
| 14 | Life Below Water | — |
| We typically use revenue to assess business alignment but will leverage other metrics if there are more sector-relevant financial metrics for a company and its industry (e.g., energy production mix for utilities). Business alignment determines how each holding's portfolio weight is divided among the SDGs. | ||