|Submission Date||Aug. 22, 2011|
Communications and Training Officer
Physical Plant and Capital Planning Services
The following are the top ten most recent holdings of Western's Socially Responsible Global Equity Fund in Mackenzie Universal Sustainable Opportunities Class.
Business, financials, and SRI positives descriptions for each company can be found in the notes below.
1. Canon NPV (Japan)
2. ENI EUR (Italy)
3. Novartis (Switzerland)
4. QBE Insurance Group (Australia)
5. Roche Holding AG (Switzerland)
6. Schlumberger Com (USA)
7. Taiwan Semiconductor Manufacturing Co. (Taiwan)
8. Tenaris (Argentina)
9. Vodafone Group PLC (UK)
10. Zurich Financial Services (Switzerland)
As of December 31, 2010, the retirement plans had $1.1 billion in assets and the Operating & Endowment Fund had $450 million.
All holdings in the Western Socially Responsible Global Equity Fund have to exhibit some sustainability performance. The fund had $2.7 million in asset as of December 31, 2010.
Mackenzie Universal Sustainable Opportunities Class