Affinity World Leaders Equity ETF

Shareclass
Affinity World Leaders Equity ETF (WLDR)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Affinity World Leaders Equity ETF

FUND COVERAGE
# of holdings113
% of assets100%
Score
54 / 100
Rank

30.1 percentile

Group: International Equity

Rank: #766 out of 1,095

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GSK PLC
         % of fund invested: 0.87%
         $USD invested: $429,530
  • 2. Aviva PLC
         % of fund invested: 0.53%
         $USD invested: $258,462
  • 3. Orange SA
         % of fund invested: 0.59%
         $USD invested: $290,096
  • 4. Fortescue Ltd
         % of fund invested: 0.27%
         $USD invested: $130,412
  • 5. Rio Tinto Ltd
         % of fund invested: 0.26%
         $USD invested: $129,636
  • 6. Vodafone Group PLC
         % of fund invested: 0.62%
         $USD invested: $302,266
  • 7. AXA SA
         % of fund invested: 0.58%
         $USD invested: $284,687
  • 8. Astellas Pharma Inc
         % of fund invested: 0.7%
         $USD invested: $343,416
  • 9. UniCredit SpA
         % of fund invested: 0.9%
         $USD invested: $440,792
  • 10. Halma PLC
         % of fund invested: 0.77%
         $USD invested: $379,601
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Konami Group Corp
         % of fund invested: 0.34%
         $USD invested: $167,027
  • 2. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 2.04%
         $USD invested: $1M
  • 3. Central Japan Railway Co
         % of fund invested: 0.21%
         $USD invested: $105,082
  • 4. Charter Communications Inc Class A
         % of fund invested: 1.65%
         $USD invested: $808,385
  • 5. Comfort Systems USA Inc
         % of fund invested: 0.57%
         $USD invested: $280,984
  • 6. Galaxy Entertainment Group Ltd
         % of fund invested: 0.28%
         $USD invested: $135,035
  • 7. Suzuki Motor Corp
         % of fund invested: 0.65%
         $USD invested: $319,002
  • 8. SS&C Technologies Holdings Inc
         % of fund invested: 1.73%
         $USD invested: $848,181
  • 9. Sumitomo Corp
         % of fund invested: 0.34%
         $USD invested: $165,925
  • 10. Nitto Denko Corp
         % of fund invested: 0.27%
         $USD invested: $131,045

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Affinity World Leaders Equity ETF

Totals

Holdings
Assets
Weight
Prisons
4
$1.95M
3.97%
     Prisons high risk
1
$579,002
1.18%
     Private prisons
0
$0
0%
Borders
9
$5.24M
11%
     Borders high risk
5
$2.92M
5.94%
Total
9
$5.24M
11%
Full fund results

Holdings — 9 flagged holdings

1.
AT&T Inc
Borders
$952,826
1.94%
Borders :
$952,826
1.94%
2.
Leidos Holdings Inc
Borders
$835,973
1.7%
Borders :
$835,973
1.7%
3.
RTX Corp
Borders
$672,945
1.37%
Borders :
$672,945
1.37%
4.
General Motors Co
Prisons
Borders
$628,443
1.28%
Prisons
Borders :
$628,443
1.28%
5.
Citizens Financial Group Inc
Prisons
Borders
$579,002
1.18%
Prisons
Borders :
$579,002
1.18%
6.
Ford Motor Co
Prisons
Borders
$573,308
1.17%
Prisons
Borders :
$573,308
1.17%
7.
General Dynamics Corp
Borders
$545,977
1.11%
Borders :
$545,977
1.11%
8.
Elbit Systems Ltd
Borders
$282,470
0.58%
Borders :
$282,470
0.58%
9.
Capgemini SE
Prisons
Borders
$168,202
0.34%
Prisons
Borders :
$168,202
0.34%
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