Key stats
About ISHARES ESG AWARE MSCI CANADA INDX UNITS
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Inception date
Mar 18, 2019
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
The fund invest in a portfolio of Canadian stocks from large- to small-cap companies with favorable ESG qualities. The underlying index screens the MSCI Canada Investable Market Index (parent index) to exclude securities of companies involved in tobacco or controversial weapons, producers and retailers of civilian firearms, thermal coal and oil sands, as well as companies involved in severe business controversies. For each industry, MSCI identifies key ESG issues (such as climate change, resource scarcity, and demographic shifts). Each company is then rated based on their exposure and strategic response to the key issues, in comparison to their industry peers. The underlying index is then optimized quarterly to maximize exposure to companies with higher ESG ratings, while providing investment results comparable to those of the parent index.
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
Finance
Non-Energy Minerals
Technology Services
Industrial Services
Stocks99.76%
Finance37.75%
Non-Energy Minerals12.11%
Technology Services11.61%
Industrial Services11.46%
Energy Minerals6.56%
Transportation5.52%
Retail Trade3.50%
Utilities3.13%
Distribution Services2.42%
Miscellaneous1.57%
Process Industries1.43%
Commercial Services0.88%
Electronic Technology0.47%
Consumer Non-Durables0.45%
Producer Manufacturing0.41%
Health Technology0.28%
Health Services0.15%
Consumer Services0.05%
Bonds, Cash & Other0.24%
Cash0.24%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history