Key stats
About GLOBAL X GLOBAL SUSTAINABILITY LEAD UNITS CL A
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Inception date
Oct 30, 2018
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Ordinary income
The fund seeks to provide exposure to a portfolio of global stocks from that limits exposure to the fossil fuel industry and climate change risk, and to invest in companies considered to be climate leaders. These are defined to be: (i) companies that have a carbon impact that places it in the top one-third of a companys industry, or (ii) companies involved in commercializing technologies that have net positive climate benefits through substantial greenhouse gas emissions reductions. ESG screens are also employed such that companies deemed to be inconsistent with responsible investment considerations are removed. The index is market-cap-weighted, with individual securities capped at 4%. Industry weights are also capped at 3%. The fund is ordinarily rebalanced annually.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Finance
Technology Services
Commercial Services
Health Technology
Stocks99.86%
Electronic Technology19.05%
Finance17.84%
Technology Services15.85%
Commercial Services10.40%
Health Technology10.14%
Retail Trade7.58%
Producer Manufacturing4.82%
Consumer Services4.35%
Consumer Durables4.32%
Health Services3.11%
Distribution Services0.88%
Communications0.72%
Utilities0.33%
Consumer Non-Durables0.17%
Industrial Services0.15%
Process Industries0.15%
Bonds, Cash & Other0.14%
Cash0.14%
Stock breakdown by region
North America80.93%
Europe11.74%
Asia7.33%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history