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Lyxor Global Gender Equality (DR) UCITS ETF

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.

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

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

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

Rolling performance at 3/12/2020

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%

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

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