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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:

Low / Average

Category: Global Equity
Start Date: October 16, 2017
RRSP Admissibility: Yes, 100 % eligible

Benchmark: MSCI All Country World Index

Assets*: $41.6 million
Number of investments: 417

Target Asset Mix

  • Equities : 97.6%
  • Cash & cash equivalents.: 1.7%
  • Other assets : 0.7%


*Fund Facts as of September 29, 2023

Portfolio Management

Managers

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, 2023

Apple Inc. 4.0%
Microsoft Corp. 3.7%
Amazon.com Inc. 3.1%
Accenture PLC 1.8%
The Coca-Cola Co. 1.8%
Cash and cash equivalents 1.7%
DNB Bank ASA 1.6%
Starbucks Corp. 1.6%
Celanese Corp. 1.6%
Schneider Electric SE 1.6%

Returns

A summary of the annual performance is available in the Fund Facts.  To follow the evolution of daily returns, consult the HISTORICAL DATA

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