Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Aquarius International Fund
FUND COVERAGE
# of holdings623
% of assets65%
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
13 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.02%$168,150
- 2. Transurban Group<0.01%$65,892
- 3. GPT Group<0.01%$35,023
- 4. QBE Insurance Group Ltd<0.01%$48,554
- 5. Allianz SE0.04%$270,949
- 6. Allianz SE ADR0.03%$198,938
- 7. AstraZeneca PLC1.18%$8.54M
- 8. AstraZeneca PLC ADR0.12%$867,703
- 9. Qantas Airways Ltd<0.01%$60,639
- 10. ASX Ltd<0.01%$43,873
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.08%$554,761
- 2. Constellation Software Inc0.02%$168,308
- 3. Futu Holdings Ltd ADR0.02%$148,171
- 4. Brookfield Corp Registered Shs -A- Limited Vtg0.03%$230,360
- 5. Yangzijiang Shipbuilding (Holdings) Ltd<0.01%$69,593
- 6. Keyence Corp0.03%$223,537
- 7. Konami Group Corp<0.01%$57,705
- 8. Daito Trust Construction Co Ltd0.01%$76,794
- 9. Canadian Natural Resources Ltd0.05%$372,398
- 10. Heineken Holding NV0.02%$159,436
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Aquarius International Fund
Totals
Holdings
Assets
Weight
Prisons
6
$4.63M
0.64%
Prisons high risk
1
$41,697
<0.01%
Private prisons
0
$0
0%
Borders
10
$13.18M
1.82%
Borders high risk
3
$939,751
0.13%
Total
14
$13.77M
1.91%
Holdings — 14 flagged holdings
1.
RELX PLC
:$4.85M
0.67%
2.
Capgemini SE
:$3.33M
0.46%
3.
Thales
:$3.18M
0.44%
4.
HSBC Holdings PLC ADR
:$703,412
0.1%
5.
Airbus SE
:$387,888
0.05%
6.
Elbit Systems Ltd
:$339,527
0.05%
7.
Thomson Reuters Corp
:$212,336
0.03%
8.
Restaurant Brands International Inc
$209,096
0.03%
9.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
$183,464
0.03%
10.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
$162,705
0.02%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Aquarius International Fund
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