IEMG has delivered a much higher one-year return and carries a higher dividend yield than NZAC. NZAC applies an ESG screen to a variety of mid- and large-cap global stocks, while IEMG focuses on emerging-market tech and currently excludes U.S. stocks.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,935 | $166,075.19 | $180,948.22 | $14,873.03 | 8.96% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 11,711 | $364,965.64 | $536,879.08 | $171,913.44 | 47.1% |
Lee McGowan Monument Group Wealth Advisors LLC | 5,840 | $201,363 | $267,939.2 | $66,576.2 | 33.06% |
Brett Pohl Invera Wealth Advisors, LLC | 16,406 | $595,373.74 | $754,511.94 | $159,138.2 | 26.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 645 | $27,663 | $29,290.87 | $1,627.87 | 5.88% |
| NASDAQ (NMS) Exchange | US Country |
The fund is dedicated to aligning its investment strategy with the goals of the Paris Agreement, focusing on limiting global warming to well below 2 degrees Celsius above pre-industrial levels. Committing to invest at least 80% of its total assets in securities that make up the index it tracks, the fund positions itself at the forefront of sustainable investing. The underlying index is constructed to exceed the criteria for a “Paris-Aligned Benchmark” under the EU Benchmark Regulation (EU BMR), ensuring the investment strategy not only supports but actively contributes to global efforts against climate change.
This is the core service offered by the fund, focusing on investments that are heavily aligned with the objectives of the Paris Agreement. By ensuring at least 80% of its portfolio is invested in the securities comprising the index designed to meet or exceed Paris Alignment, the fund offers investors a tangible way to contribute to combating climate change through their investment choices.
The fund's investment strategy is tailored to comply with the EU BMR's stringent requirements for a “Paris-Aligned Benchmark.” This compliance not only underscores the fund's commitment to sustainability but also provides an added layer of confidence for investors seeking to meet specific sustainability criteria in their investments.