There’s more than strength in diversity, there’s also opportunity. Historically, gender-diverse boards exhibit improved governance and achieve greater innovation success, which is translated into potentially better corporate outcomes.
Investors have the opportunity to promote the advancement of women in leadership roles while seeking to generate competitive returns and long-term capital growth.
Fund Overview
This fund is designed for investors who …
- are looking for a global equity fund that invests in companies that promote gender diversity to hold as a part of their portfolio
- want a medium to long term investment
- can handle the volatility of stock markets
Investment Objectives
- seeks long-term capital growth by investing primarily in equities of companies that promote gender diversity and women’s leadership, anywhere in the world
Fund Facts are published once a year. READ THEM NOW
Summary
Volatility:
Category: Global Equity
Start Date: October 16, 2017
RRSP Admissibility: Yes, 100 % eligible
Benchmark: MSCI All Country World Index
Assets*: $49.7 million
Number of investments: 159
*Fund Facts as of September 29, 2025
Portfolio Management
Managers
- Portfolio manager : Mackenzie Financial Corporation
The Funds’ Investment Policies are developed by the Fund Manager’s Investment Committee, which meets regularly to make any necessary changes. The Committee includes both internal and external investment experts, as well as representatives of professional association shareholders.
Main Securities as at July 31, 2025
| NVIDIA Corp. | 9.9% |
| Microsoft Corp. | 9.7% |
| Apple Inc. | 8.3% |
| Colgate-Palmolive Inc. | 2.7% |
| JPMorgan Chase & Co. | 2.4% |
| Terna SPA | 2.1% |
| Tele2 AB | 1.8% |
| Verizon Communications Inc. | 1.6% |
| Hydro One Inc. | 1.6% |
| S&P Global Inc. | 1.5% |
Returns
A summary of the annual performance is available in the Fund Facts. To follow the evolution of daily returns, consult the HISTORICAL DATA
