Artisan International Value Fund - Artisan Partners

Shareclass
Artisan International Value Fund Advisor Shares (APDKX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Artisan International Value Fund - Artisan Partners

FUND COVERAGE
# of holdings35
% of assets71%
Score
61 / 100
Rank

94.3 percentile

Group: International Equity

Rank: #60 out of 1,040

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

29 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

2 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Diageo PLC
         % of fund invested: 2.5%
         $USD invested: $1.01B
  • 2. Sodexo SA
         % of fund invested: 0.89%
         $USD invested: $360.31M
  • 3. Novartis AG
         % of fund invested: 4.2%
         $USD invested: $1.7B
  • 4. Pearson PLC
         % of fund invested: 1.49%
         $USD invested: $602.64M
  • 5. Danone SA
         % of fund invested: 4.51%
         $USD invested: $1.82B
  • 6. UBS Group AG
         % of fund invested: 3.9%
         $USD invested: $1.58B
  • 7. Willis Towers Watson PLC
         % of fund invested: 2.21%
         $USD invested: $893.93M
  • 8. Cie Financiere Richemont SA
         % of fund invested: 2.45%
         $USD invested: $991.07M
  • 9. Alstom SA
         % of fund invested: 0.47%
         $USD invested: $192.05M
  • 10. Koninklijke Philips NV
         % of fund invested: 3.65%
         $USD invested: $1.48B
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Garmin Ltd
         % of fund invested: 2.25%
         $USD invested: $908.87M
  • 2. Alimentation Couche-Tard Inc
         % of fund invested: 1.48%
         $USD invested: $597.06M
  • 3. Groupe Bruxelles Lambert NV
         % of fund invested: 1.32%
         $USD invested: $531.87M
  • 4. Universal Music Group NV
         % of fund invested: 0.99%
         $USD invested: $402.17M
  • 5. ICON PLC
         % of fund invested: 2.33%
         $USD invested: $942.08M
  • 6. Sensata Technologies Holding PLC
         % of fund invested: 0.86%
         $USD invested: $347.97M
  • 7. Ryanair Holdings PLC
         % of fund invested: 1.96%
         $USD invested: $792.23M
  • 8. Associated British Foods PLC
         % of fund invested: 1.84%
         $USD invested: $742.15M
  • 9. CNH Industrial NV
         % of fund invested: 0.57%
         $USD invested: $230.57M
  • 10. Nokia Oyj
         % of fund invested: 1.25%
         $USD invested: $506.02M

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 Value Fund - Artisan Partners

Totals

Holdings
Assets
Weight
Prisons
2.0
$583.55M
1.44%
     Prisons high risk
1.0
$360.31M
0.89%
     Private prisons
1.0
$360.31M
0.89%
Borders
2.0
$919.78M
2.27%
     Borders high risk
0.0
$0
0%
Total
3.0
$1.28B
3.17%
Full fund results

Holdings — 3 flagged holdings

1.
RELX PLC
Borders
$696.54M
1.72%
Borders :
$696.54M
1.72%
2.
Sodexo SA
Prisons
$360.31M
0.89%
Prisons
$360.31M
0.89%
3.
Capgemini SE
Prisons
Borders
$223.24M
0.55%
Prisons
Borders :
$223.24M
0.55%
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