About IEYYX
The Macquarie Climate Solutions Fund Class Y is an actively managed global equity mutual fund that focuses on companies addressing climate change. Its primary goal is to invest in securities of businesses capable of reducing, displacing, or sequestering greenhouse gas emissions, or those that help others achieve similar outcomes. The fund emphasizes environmental, social, and governance (ESG) principles, incorporating sustainability considerations into its investment process, which may lead it to exclude certain companies for non-investment reasons.
The fund predominantly invests in mid-value stocks, with significant allocations to sectors such as industrials, utilities, energy, and real estate. Notable holdings include companies like Kingspan Group, Schneider Electric, Waste Management, and Weyerhaeuser, reflecting its focus on industries critical to climate solutions. The fund is permitted a concentrated portfolio approach, allowing up to half its assets to be allocated among a small number of issuers, which can increase both the potential impact and risk profile. Through its strategic focus on sectors and companies advancing climate solutions, the Macquarie Climate Solutions Fund Class Y plays a distinct role for investors seeking exposure to environmental innovation in the equity market.
Fund Family Nomura
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol IEYYX
Share Class Class Y
Index MSCI ACWI IMI NR
IEYYX had a total return of 44.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.60%.
