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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*: $10.5 M
Number of Securities: 406

Target Asset Mix

  • Equities : 93.2%
  • Exch.-trade Funds : 4.9%
  • Cash & Short T.: 1.7%
  • Other assets : 0.2%


*Fund Facts as of September 27,2019

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 May 31, 2020

Microsoft Corp. 4.60%
iShares Core S&P 500 ETF 2.86%
Lululemon Athletica Inc 2.50%
Quest Diagnostics Inc 2.11%
Starbucks Corp 2.01%
Wolters Kluwer NV 2.00%
Estee Lauder Cos Inc/The 1.98%
Texas Instruments Inc 1.96%
Principal Financial Group Inc 1.87%
Johnson & Johnson 1.82%

 

Returns

A summary of the annual performance is available in the Fund Facts.  To follow the evolution of daily returns, 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 Women’s Leadership Fund.

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