Sustainable investment theme	Key UN SDGs	Aligned / transitioning company	Sector	% Fund
Microsoft	Education & information access	8	Aligned	Information Technology	3.5
Broadcom	Education & information access	9	Aligned	Information Technology	2.7
TSMC	Education & information access	9	Aligned	Information Technology	2.5
NVIDIA	Education & information access	8	Aligned	Information Technology	2.4
Alphabet	Education & information access	16	Aligned	Communication Services	1.9
Shopify	Financial inclusion	8, 9	Aligned	Information Technology	1.6
MercadoLibre	Financial inclusion	8	Aligned	Consumer Discretionary	1.6
Eli Lilly	Health & well-being	3	Aligned	Health Care	1.5
Visa	Financial inclusion	8	Aligned	Financials	1.5
Linde	Energy transition	9, 11	Transitioning	Materials	1.1

	% Fund
Umbs	6.0
Japan Government	3.8
Microsoft	3.5
US Government	2.9
Fannie Mae	2.8
Broadcom	2.7
TSMC	2.5
NVIDIA	2.4
UK Government	2.2
Alphabet Inc	1.9

Sector	% Total	% Asset Class
Equity	61.5%	100.0
Energy	1.0	1.6
Materials	8.8	14.4
Industrials	10.2	16.5
Consumer discretionary	1.9	3.1
Consumer staples	0.6	1.0
Health care	14.5	23.5
Financials	8.1	13.2
Information technology	9.5	15.4
Communication services	2.0	3.3
Utilities	4.8	7.9
Fixed Income	34.1%	100.0
Government	17.6	51.5
Corporate	16.6	48.5
Cash and equivalents	4.3%	100.0

Sector	% Fund
Energy	0.0%
Materials	2.1%
Industrials	6.9%
Consumer discretionary	3.1%
Consumer staples	2.1%
Health care	9.2%
Financials	10.1%
Information technology	18.0%
Communication services	3.1%
Utilities	2.2%
Real estate	0.3%
Government	20.3%
Corporate	19.5%
Cash and equivalents	3.2%

Name	% Fund
North America	39.9
Europe	8.9
Emerging Markets	6.1
Japan	1.8
Asia Pacific ex Japan	0.1
Other	0.1
Cash & equivalents	—

	% Fund
Education & information access	30.7
Financial inclusion	24.8
Health & well-being	21.2
Energy transition	10.4
Sustainable cities & communities	7.2
Responsible consumption	5.5
Clean water & sanitation	0.3
Data only refers to equities and corporate bonds and excludes sovereigns and securitised, cash & derivatives.

	% Fund
Aligned	93.4
Transitioning	6.6
Data only refers to equities and corporate bonds and excludes sovereigns and securitised, cash & derivatives.

		% Fund
8	Decent work & economic growth	26.0
3	Good health & well-being	15.8
9	Industry, innovation & infrastructure	14.3
11	Sustainable cities & communities	9.1
7	Affordable & clean energy	4.9
17	Partnerships for the goals	3.3
16	Peace, justice & strong institutions	3.1
2	Zero hunger	2.8
1	No poverty	2.1
6	Clean water & sanitation	2.1
12	Responsible consumption & production	1.7
13	Climate action	1.2
5	Gender equality	0.7
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.