SPDR® SSGA Gender Diversity Index ETF | SHE

Performance History28/02/2019
Growth of 1,000 (GBP) Advanced Graph
SPDR® SSGA Gender Diversity Index ETF
          | 
          SHE
Fund--9.22.66.2
+/-Cat---0.83.0-0.5
+/-B’mrk---2.11.0-0.6
 
Key Stats
Closing Price
22/03/2019
 USD 69.85
Day Change -2.74%
Morningstar Category™ Large Blend
Volume 9930
Exchange NYSE ARCA
ISIN US78468R7474
Fund Size (Mil)
-
 -
Share Class Size (Mil)
22/03/2019
 USD 251.20
Ongoing Charge
-
  -%
Investment Objective: SPDR® SSGA Gender Diversity Index ETF | SHE
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.
Returns
Trailing Returns (GBP)22/03/2019
YTD6.09
3 Years Annualised13.98
5 Years Annualised-
10 Years Annualised-
12 Month Yield 2.30
Management
Manager Name
Start Date
Melissa Kapitulik
07/03/2016
Amy Cheng
31/10/2016
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Inception Date
07/03/2016
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
SSGA Gender Diversity GR USDS&P 500 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  SPDR® SSGA Gender Diversity Index ETF | SHE22/03/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.930.0099.93
Bond0.000.000.00
Property0.000.000.00
Cash0.070.000.07
Other0.000.000.00
Top 5 Regions%
United States99.61
Asia - Emerging0.40
Canada0.00
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Financial Services19.95
Healthcare18.81
Consumer Defensive12.95
Consumer Cyclical12.74
Industrials11.83
Top 5 HoldingsSector%
Johnson & JohnsonHealthcareHealthcare9.39
The Home Depot IncConsumer CyclicalConsumer Cyclical5.64
Mastercard Inc AFinancial ServicesFinancial Services5.43
Coca-Cola CoConsumer DefensiveConsumer Defensive4.98
Wells Fargo & CoFinancial ServicesFinancial Services4.75
SPDR® SSGA Gender Diversity Index ETF | SHE

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