Sustainable investment theme | Key UN SDGs | Aligned / transitioning company | Sector | % Fund | |
---|---|---|---|---|---|
Carrier Global | Sustainable cities & communities | 7, 9 | Aligned | Industrials | 3.2 |
First Quantum Minerals | Energy transition | 7 | Aligned | Materials | 3.0 |
Novo Nordisk | Health & well-being | 3 | Aligned | Health Care | 2.6 |
Recruit Holdings | Financial inclusion | 8 | Aligned | Industrials | 2.6 |
Alphabet | Education & information access | 16 | Aligned | Communication Services | 2.2 |
Antofagasta | Energy transition | 7 | Aligned | Materials | 2.2 |
Texas Instruments | Responsible consumption | 8 | Aligned | Information Technology | 1.7 |
Broadcom | Education & information access | 9 | Aligned | Information Technology | 1.7 |
GFL Environmental | Responsible consumption | 12 | Aligned | Industrials | 1.6 |
Lundin Mining | Energy transition | 7 | Aligned | Materials | 1.6 |
% Fund | |
---|---|
Umbs | 4.2 |
Carrier Global Corp. | 3.2 |
First Quantum Minerals | 3.0 |
Novo Nordisk | 2.6 |
Recruit Holdings | 2.6 |
UK Government | 2.4 |
Alphabet Inc. Class A | 2.2 |
Antofagasta | 2.2 |
China Government | 2.0 |
Texas Instruments Incorporated | 1.7 |
Sector | % Total | % Asset Class |
---|---|---|
Equity | 59.2% | 100.0 |
Energy | 0.9 | 1.5 |
Materials | 9.0 | 15.2 |
Industrials | 9.9 | 16.8 |
Consumer discretionary | 1.8 | 3.0 |
Consumer staples | 0.6 | 1.0 |
Health care | 12.6 | 21.2 |
Financials | 7.7 | 13.0 |
Information technology | 9.8 | 16.5 |
Communication services | 2.2 | 3.7 |
Utilities | 4.8 | 8.0 |
Fixed Income | 33.9% | 100.0 |
Government | 17.8 | 52.5 |
Corporate | 16.1 | 47.5 |
Cash and equivalents | 6.9% | 100.0 |
Sector | % Fund |
---|---|
Energy | 0.9 |
Materials | 9.0 |
Industrials | 9.9 |
Consumer discretionary | 1.8 |
Consumer staples | 0.6 |
Health care | 12.6 |
Financials | 7.7 |
Information technology | 9.8 |
Communication services | 2.2 |
Utilities | 4.8 |
Real estate | — |
Government | 17.8 |
Corporate | 16.1 |
Cash and equivalents | 6.9 |
Name | % Fund |
---|---|
North America | 33.2 |
Europe | 15.5 |
Emerging Markets | 5.8 |
Japan | 3.3 |
Asia Pacific ex Japan | 1.3 |
Other | — |
Cash & equivalents | — |
% Fund | ||
---|---|---|
Energy transition | 23.8 | |
Financial inclusion | 21.0 | |
Health & well-being | 20.4 | |
Education & information access | 17.1 | |
Responsible consumption | 8.5 | |
Sustainable cities & communities | 7.9 | |
Clean water & sanitation | 1.2 | |
Data only refers to equities and corporate bonds and excludes sovereigns and securitised, cash & derivatives. |
% Fund | ||
---|---|---|
Aligned | 92.3 | |
Transitioning | 7.7 | |
Data only refers to equities and corporate bonds and excludes sovereigns and securitised, cash & derivatives. |
% Fund | ||
---|---|---|
3 | Good health & well-being | 20.6 |
8 | Decent work & economic growth | 19.8 |
9 | Industry, innovation & infrastructure | 11.8 |
7 | Affordable & clean energy | 9.9 |
11 | Sustainable cities & communities | 7.7 |
17 | Partnerships for the goals | 3.2 |
16 | Peace, justice & strong institutions | 2.7 |
12 | Responsible consumption & production | 2.1 |
1 | No poverty | 1.9 |
13 | Climate action | 1.9 |
6 | Clean water & sanitation | 0.9 |
10 | Reduced inequalities | 0.9 |
2 | Zero hunger | 0.7 |
5 | Gender equality | 0.3 |
4 | Quality education | 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. |