Artisan International Fund

Shareclass
Artisan International Institutional (APHIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Artisan International Fund

FUND COVERAGE
# of holdings53
% of assets71%
Score
60 / 100
Rank

92.4 percentile

Group: International Equity

Rank: #84 out of 1,095

Grade
A

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

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

14 / 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. Allianz SE
         % of fund invested: 1.33%
         $USD invested: $81.65M
  • 2. Aena SME SA
         % of fund invested: 0.74%
         $USD invested: $45.34M
  • 3. National Grid PLC
         % of fund invested: 4.22%
         $USD invested: $260.1M
  • 4. UCB SA
         % of fund invested: 1.45%
         $USD invested: $89.1M
  • 5. BNP Paribas Act. Cat.A
         % of fund invested: 2.27%
         $USD invested: $139.89M
  • 6. Lloyds Banking Group PLC
         % of fund invested: 0.83%
         $USD invested: $51.43M
  • 7. Danone SA
         % of fund invested: 1.08%
         $USD invested: $66.53M
  • 8. Enel SpA
         % of fund invested: 1.01%
         $USD invested: $62.47M
  • 9. Unilever PLC
         % of fund invested: 0.71%
         $USD invested: $43.44M
  • 10. BAE Systems PLC
         % of fund invested: 0.82%
         $USD invested: $50.6M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Galaxy Entertainment Group Ltd
         % of fund invested: 0.54%
         $USD invested: $33.57M
  • 2. Mitsubishi Heavy Industries Ltd
         % of fund invested: 2.27%
         $USD invested: $140.14M
  • 3. Tokyo Gas Co Ltd
         % of fund invested: 0.8%
         $USD invested: $49.58M
  • 4. MercadoLibre Inc
         % of fund invested: 1.36%
         $USD invested: $84.09M
  • 5. Flutter Entertainment PLC
         % of fund invested: 0.15%
         $USD invested: $9.23M
  • 6. Nippon Sanso Holdings Corp
         % of fund invested: 0.89%
         $USD invested: $54.66M
  • 7. Mitsubishi UFJ Financial Group Inc
         % of fund invested: 0.97%
         $USD invested: $59.99M
  • 8. Elia Group SA/NV
         % of fund invested: 0.42%
         $USD invested: $25.91M
  • 9. AIA Group Ltd
         % of fund invested: 2.05%
         $USD invested: $126.48M
  • 10. Melrose Industries PLC
         % of fund invested: 2.64%
         $USD invested: $162.66M

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 Artisan International Fund

Totals

Holdings
Assets
Weight
Prisons
2
$233.63M
3.79%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$392.11M
6.36%
     Borders high risk
1
$71.59M
1.16%
Total
4
$392.11M
6.36%
Full fund results

Holdings — 4 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$167.5M
2.72%
Prisons
Borders :
$167.5M
2.72%
2.
RELX PLC
Borders
$86.89M
1.41%
Borders :
$86.89M
1.41%
3.
Airbus SE
Borders
$71.59M
1.16%
Borders :
$71.59M
1.16%
4.
HSBC Holdings PLC
Prisons
Borders
$66.12M
1.07%
Prisons
Borders :
$66.12M
1.07%
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