Goldman Sachs Tax-Advantaged Global Equity Portfolio
Shareclass
Goldman Sachs Tax-Advntgd Gbl Eq Instl (TIGGX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
8.95%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
153
holdings flagged
8.04%
of assets flagged
This fund contains
$314.01 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
54 holdings
0.37% of assets
$14.6 MILLION invested
Banks and lenders
24 holdings
1.16% of assets
$45.15 MILLION invested
Major consumer brands
90 holdings
6.73% of assets
$262.8 MILLION invested
Commodity producers
54 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
54 HOLDINGS
- % of portfolio$ invested
- 1. WH Group Ltd Shs Unitary 144A/Reg S
0.17%0.17% of portfolio$6.6M$6.6M invested - 2. Glencore PLC
0.09%0.09% of portfolio$3.36M$3.36M invested - 3. Associated British Foods PLC0.02%0.02% of portfolio$962,068$962,068 invested
- 4. ZTE Corp Class H0.02%0.02% of portfolio$874,061$874,061 invested
- 5. ZTE Corp Class A0.02%0.02% of portfolio$763,611$763,611 invested
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Banks and lenders
24 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
24 HOLDINGS
View next 5
Major consumer brands
90 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
90 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
1.84%1.84% of portfolio$72.01M$72.01M invested - 2. Costco Wholesale Corp1%1% of portfolio$39.11M$39.11M invested
- 3. PepsiCo Inc0.54%0.54% of portfolio$21.03M$21.03M invested
- 4. Nestle SA0.44%0.44% of portfolio$17.28M$17.28M invested
- 5. Procter & Gamble Co0.36%0.36% of portfolio$14.02M$14.02M invested
View next 5
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DATA AS OF 30 Sep 2021
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Goldman Sachs Tax-Advantaged Global Equity Portfolio TIGGX
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Find more financial data on TIGGX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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