| Sustainable investment theme | Key UN SDGs | Aligned / transitioning company | Sector | % Fund | |
|---|---|---|---|---|---|
| TSMC | Education & information access | 9 | Aligned | Information Technology | 6.1 |
| SK hynix | Education & information access | 8, 9 | Aligned | Information Technology | 6.1 |
| Broadcom | Education & information access | 9 | Aligned | Information Technology | 6.0 |
| Micron Technology | Education & information access | 8 | Aligned | Information Technology | 5.9 |
| Alphabet | Education & information access | 16 | Aligned | Communication Services | 5.9 |
| NVIDIA | Education & information access | 8 | Aligned | Information Technology | 5.4 |
| Microsoft | Education & information access | 8 | Aligned | Information Technology | 2.7 |
| KLA Corporation | Education & information access | 8 | Aligned | Information Technology | 2.3 |
| Western Digital | Education & information access | 9 | Aligned | Information Technology | 2.1 |
| Eli Lilly | Health & well-being | 3 | Aligned | Health Care | 2.0 |
| Sector | % Fund |
|---|---|
| Energy | 0.0% |
| Materials | 3.3% |
| Industrials | 11.6% |
| Consumer discretionary | 2.4% |
| Consumer staples | 2.2% |
| Health care | 9.7% |
| Financials | 7.9% |
| Information technology | 45.3% |
| Communication Services | 6.6% |
| Utilities | 3.8% |
| Real estate | 2.0% |
| Cash and equivalents | 5.2% |
| Name | % Fund |
|---|---|
| North America | 58.4% |
| Emerging Markets | 18.4% |
| Europe | 14.2% |
| Japan | 3.3% |
| Pacific ex Japan | 0.4% |
| Cash & equivalents | 5.2% |
| % Fund | |
|---|---|
| Education & information access | 50.4 |
| Health & well-being | 13.3 |
| Energy transition | 11.1 |
| Financial inclusion | 10.2 |
| Responsible consumption & production | 6.9 |
| Cash & equivalents | 5.2 |
| Sustainable cities & communities | 2.4 |
| Clean water & sanitation | 0.4 |
| % Fund | |
|---|---|
| Aligned | 89.1 |
| Transitioning | 5.7 |
| Cash & equivalents | 5.2 |
| Futures | 1.5 |
| % Fund | ||
|---|---|---|
| 8 | Decent Work and Economic Growth | 30.4 |
| 9 | Industry, Innovation and Infrastructure | 23.3 |
| 3 | Good Health and Well-being | 12.3 |
| 7 | Affordable and Clean Energy | 7.9 |
| 16 | Peace, Justice and Strong Institutions | 6.2 |
| 2 | Zero Hunger | 1.7 |
| 11 | Sustainable Cities and Communities | 1.7 |
| 12 | Responsible Consumption and Production | 1.4 |
| 13 | Climate Action | 1.3 |
| 6 | Clean Water and Sanitation | 1.3 |
| 17 | Partnerships for the Goals | 0.7 |
| 1 | No Poverty | 0.6 |
| 4 | Quality Education | 0.4 |
| 5 | Gender Equality | 0.3 |
| 10 | Reduced Inequalities | 0.1 |
| 14 | Life Below Water | — |
| 15 | Life on Land | — |
| 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. | ||