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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 compagnies 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 compagnies that promote gender diversity and women’s leadership, anywhere in the world

Fund Facts are published once a year. READ THEM NOW

Summary

Volatility:

Average

Category: Global Equity
Start Date: July 31, 2018
RRSP Admissibility: Yes, 100 % eligible

Benchmark: MSCI All Country World Index

Assets: $8.1 M
Number of Securities: 412

Target Asset Mix

  • Financials : 20.1%
  • Information Technology : 16.4%
  • Consumer Discretionary : 14.3%
  • Consumer Staples : 10.9%

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.


Major Holdings as of July 31, 2019

iShares Core S&P 500 ETF 10.0%
iShares Core MSCI EAFE ETF 5.0%
Microsoft Corp. 4.0%
American Water Works Co. Inc. 2.0%
Ulta Beauty Inc. 1.9%
Intuit Inc. 1.9%
The Estée Lauder Companies Inc. Class A 1.9%
Principal Financial Group Inc. 1.8%
Viacom Inc. Class B 1.8%
Canadian Utilities Ltd. Class A non-voting 1.8%
Wolters Kluwer NV 1.7%
Cisco Systems Inc. 1.6%
Johnson & Johnson 1.6%
Texas Instruments Inc. 1.6%
Sempra Energy 1.5%
The Hershey Co. 1.5%
Best Buy Co. Inc. 1.4%
Lululemon Athletica Inc. 1.4%
Bank of America Corp. 1.3%
Visa Inc. Class A 1.3%
Tapestry Inc. 1.3%
Legrand SA 1.2%
KeyCorp 1.2%
Kellogg Co. 1.1%
Target Corp. 1.1%

Returns

Fund performance is not available for funds with a history of less than one year. However, you can  consult the HISTORICAL DATA

Managers' Comments

Gender diversity : An Opportunity to Invest with Impact

Heather Smith, Lead Sustainability Research Analyst and Portfolio Manager at Impax Asset Management LLC, describes the main criteria used in investment  strategy of the Mackenzie Global Leadership Impact Fund.

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