Description: The fund is passively managed. The aim is for your investment to track the performance, before fees and expenses, of the MSCI USA Low Carbon SRI Leaders Index (index). The index is based on the MSCI USA Index (Parent Index), which is designed to reflect the performance of certain shares in large and medium-sized listed companies in the USA.
Exchange: LSE
Country: UK
Currency: US Dollar ($)
Category: US Large-Cap Blend Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.72 | 0.00 | 98.72 |
| Stock non-US | 1.28 | 0.00 | 1.28 |
| Cash | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 23.68 | 23.45 |
| Healthcare | 17.48 | 15.98 |
| Financial Services | 16.37 | 14.62 |
| Consumer Cyclicals | 10.64 | 10.35 |
| Industrials | 9.17 | 8.85 |
| Communication Services | 9.13 | 7.33 |
| Consumer Defensive | 8.09 | 7.28 |
| Real Estate | 3.05 | 2.73 |
| Basic Materials | 1.72 | 2.72 |
| Utilities | 0.46 | 2.44 |
| Energy | 0.21 | 4.23 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.72 | 98.56 |
| Europe Developed | 0.85 | 0.76 |
| Latin America | 0.24 | 0.07 |
| United Kingdom | 0.19 | 0.59 |
| Asia Developed | 0.00 | 0.03 |
| Africa/Middle East | 0.00 | 0.00 |