Lyxor Global Gender Equality (DR) UCITS ETF

ISIN: LU1691909508:EUR

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Instrument Profile

Short Description:

Achieving gender equality is a path to better well-being for families and communities, while at the same time encouraging productivity and economic growth. Directing capital towards those companies that manage their gender balance effectively is not only a means to promote equality, but should also be a source of incremental returns over time.
In spite of its importance, gender equality remains under the radar for many investors, with few ESG screens incorporating it into their analysis. As a result, the ‘gender dividend’ is not fully reflected in market pricing and investment strategies.
This instrument mirrors the performance of 100 companies leading the field in terms of gender equality according to Equileap’s gender lens methodology.

Understanding the Opportunity

There are clear social and economic reasons to prioritise companies managing gender equality effectively. Investing in companies promoting gender equality can accelerate this change. Directing capital to those companies with an enlightened approach to gender relations encourages wider adoption of these values. As transparency increases, those companies with a poor record will increasingly find themselves on the wrong side of regulation and investor sentiment.
Greater female representation in the workplace is beneficial for the long-term growth of the economy. Up to $28 trillion could be added to global GDP by 2025 if full gender equality is achieved in the workforce.*

*The McKinsey Global Institute Report, The Power of Parity; Lyxor ETF Embrace ESG April 2018

How Gender Equality Works

  • Gender balance in leadership and workforce
  • Equal compensation & work life balance
  • Policies promoting gender equality
  • Commitment to transparency and accountability

What is the investment objective?

The Lyxor Global Gender Equality (DR) UCITS ETF – Acc is a UCITS compliant exchange traded fund that aims to track the Solactive Equileap Global Gender Equality Net Total Return Index. The Solactive Equileap Global Gender Equality Net Total Return Index is an equally weighted benchmark of 150 companies from around the world that score highly for gender equality according to the 19 criteria defined by Equileap, an independent gender equality research organisation. Companies involved in weapons, gambling and tobacco, and those on the Norwegian Ethics Council list, are excluded. Lyxor ETFs are efficient investment vehicles listed on exchange that offer transparent, liquid and low-cost exposure to the underlying benchmark index.

Type: Equity ETF

Geography: Broad Developed Markets

Sector: Diversified

Benchmark: Solactive Equileap Global Gender Equality Net Total Return Index

Ongoing Charges: 0.20% (Estimated)

Initial Charge: -

Investment Style: Large-Cap Value

Fund Size (AUM): EUR 24.39M

MSCI Sustainability
Score

AA

Source: MSCI Inc. Last update: Dec 3rd, 2020

Morningstar Sustainability Score

4/5

Source: Morningstar, Inc.
Last update: Dec 3rd, 2020

Data by the open sources of the instrument provider. Last update: 3.12.2020

Rolling performance at 03/12/2020

1 Year: 8.95%

2 Years: 7.92%

Performance data by the open sources of the instrument provider. Last update: 3.12.2020

Top 10 Holdings

Company

NORDSTROM INC

UNILEVER PLC

TAPESTRY INC

SOCIETE GENERALE

TAYLOR WIMPEY PL

ITV PLC

GENERAL MOTORS CO

PUBLICIS GROUPE

AMERICAN INTERNATIONAL GROUP

STANDARD CHARTERED PLC

Weighting

1.50%

1.10%

1.07%

0.95%

0.90%

0.88%

0.86%

0.85%

0.84%

0.84%

9.79%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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