Brandes Global Equity Fund
Shareclass
Brandes Global Equity I (BGVIX)
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 Brandes Global Equity Fund
FUND COVERAGE
# of holdings56
% of assets80%
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
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC2.66%$1.76M
- 2. Publicis Groupe SA1.45%$955,789
- 3. NatWest Group PLC0.67%$442,632
- 4. Sanofi SA2.38%$1.57M
- 5. Bank of America Corp2.11%$1.39M
- 6. Takeda Pharmaceutical Co Ltd1.07%$707,826
- 7. Kering SA1.88%$1.24M
- 8. Pernod Ricard SA1.3%$858,982
- 9. UBS Group AG Registered Shares2.3%$1.52M
- 10. Citigroup Inc2.15%$1.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EPAM Systems Inc0.96%$633,318
- 2. Mohawk Industries Inc1.04%$684,436
- 3. Westlake Corp0.96%$630,890
- 4. Micron Technology Inc1.24%$815,518
- 5. Cognizant Technology Solutions Corp Class A1.14%$755,007
- 6. Budweiser Brewing Co APAC Ltd0.94%$621,402
- 7. Halliburton Co0.99%$654,212
- 8. Icon PLC1.11%$732,200
- 9. Emerson Electric Co0.77%$506,617
- 10. OneMain Holdings Inc0.93%$611,913
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 Brandes Global Equity Fund
Totals
Holdings
Assets
Weight
Prisons
3
$2.6M
3.94%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$3.32M
5.03%
Borders high risk
1
$1.45M
2.19%
Total
4
$4.05M
6.13%
Holdings — 4 flagged holdings
1.
Textron Inc
:$1.45M
2.19%
2.
Alphabet Inc Class A
:$960,002
1.45%
3.
Capgemini SE
:$912,026
1.38%
4.
Cardinal Health Inc
$728,765
1.1%
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.
Brandes Global Equity Fund BGVIX
Environment
Social
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