Artisan Global Opportunities Fund
Shareclass
Artisan Global Opportunities Instl (APHRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Artisan Global Opportunities Fund
FUND COVERAGE
# of holdings44
% of assets91%
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
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.64%$32.45M
- 2. UCB SA1.95%$38.48M
- 3. Boston Scientific Corp2.39%$47.32M
- 4. L'Oreal SA0.68%$13.45M
- 5. Unilever PLC1.7%$33.59M
- 6. BAE Systems PLC3.85%$76.23M
- 7. Sage Group (The) PLC0.47%$9.32M
- 8. London Stock Exchange Group PLC2.08%$41.15M
- 9. Xylem Inc1.8%$35.68M
- 10. SAP SE0.52%$10.24M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg3.56%$70.42M
- 2. Keyence Corp1.51%$29.87M
- 3. Snowflake Inc Ordinary Shares2.59%$51.21M
- 4. Coinbase Global Inc Ordinary Shares - Class A0.88%$17.37M
- 5. West Pharmaceutical Services Inc1.8%$35.51M
- 6. Synopsys Inc1.47%$29.08M
- 7. Techtronic Industries Co Ltd0.86%$16.96M
- 8. Insmed Inc1.06%$21M
- 9. Sea Ltd ADR2.49%$49.22M
- 10. Linde PLC1.98%$39.2M
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 Artisan Global Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$99.1M
5.01%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$164.83M
8.33%
Borders high risk
1
$21.92M
1.11%
Total
3
$164.83M
8.33%
Holdings — 3 flagged holdings
1.
Amazon.com Inc
:$99.1M
5.01%
2.
RELX PLC
:$43.81M
2.21%
3.
L3Harris Technologies Inc
:$21.92M
1.11%
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.
Artisan Global Opportunities Fund APHRX
Environment
Social
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