Sustainable investment theme | Key UN SDGs | Aligned / transitioning company | Sector | % Fund | |
---|---|---|---|---|---|
Broadcom | Education & information access | 9 | Aligned | Information Technology | 6.3 |
Microsoft | Education & information access | 8 | Aligned | Information Technology | 5.7 |
NVIDIA | Education & information access | 8 | Aligned | Information Technology | 4.5 |
TSMC | Education & information access | 9 | Aligned | Information Technology | 4.3 |
Alphabet | Education & information access | 16 | Aligned | Communication Services | 3.5 |
Shopify | Financial inclusion | 8, 9 | Aligned | Information Technology | 3.0 |
Eli Lilly | Health & well-being | 3 | Aligned | Health Care | 2.7 |
MercadoLibre | Financial inclusion | 8 | Aligned | Consumer Discretionary | 2.6 |
Visa | Financial inclusion | 8 | Aligned | Financials | 2.4 |
Linde | Energy transition | 9, 11 | Transitioning | Materials | 1.8 |
Sector | % Fund |
---|---|
Equity | 42.5% |
Energy | 0.0% |
Materials | 3.3% |
Industrials | 11.8% |
Financials | 15.9% |
Communication Services | 5.3% |
Utilities | 3.0% |
Cash and equivalents | 3.1% |
Consumer discretionary | 5.9% |
Consumer staples | 2.9% |
Health care | 15.2% |
Information technology | 32.9% |
Real estate | 0.7% |
Name | % Fund |
---|---|
North America | 69.5 |
Europe | 14.1 |
Emerging Markets | 9.8 |
Japan | 2.9 |
Pacific ex Japan | 0.4 |
Other | 0.2 |
Cash & equivalents | 3.1 |
% Fund | |
---|---|
Education & information access | 33.8 |
Financial inclusion | 20.7 |
Health & well-being | 20.2 |
Energy transition | 9.4 |
Sustainable cities & communities | 6.4 |
Responsible consumption | 6.3 |
Clean water & sanitation | 0.1 |
Cash | 3.1 |
% Fund | |
---|---|
Aligned | 91.2 |
Transitioning | 5.7 |
Cash | 3.1 |
% Fund | ||
---|---|---|
8 | Decent Work and Economic Growth | 28.9 |
3 | Good Health and Well-being | 17.2 |
9 | Industry, Innovation and Infrastructure | 16.8 |
7 | Affordable and Clean Energy | 5.4 |
16 | Peace, Justice and Strong Institutions | 3.9 |
2 | Zero Hunger | 2.9 |
11 | Sustainable Cities and Communities | 2.4 |
6 | Clean Water and Sanitation | 2.4 |
12 | Responsible Consumption and Production | 2.1 |
1 | No Poverty | 1.6 |
13 | Climate Action | 1.1 |
17 | Partnerships for the Goals | 0.9 |
5 | Gender Equality | 0.8 |
4 | Quality Education | 0.2 |
10 | Reduced Inequalities | 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. |