Brandes International Small Cap Equity Fund
Shareclass
Brandes International Small Cap Equity I (BISMX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brandes International Small Cap Equity Fund
FUND COVERAGE
# of holdings20
% of assets31%
Score
58 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/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
12 / 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. Sainsbury (J) PLC2.3%$32.26M
- 2. Burberry Group PLC1.85%$25.98M
- 3. Balfour Beatty PLC1.57%$22.01M
- 4. ITV PLC1.73%$24.24M
- 5. Globant SA1.32%$18.53M
- 6. Euroapi SA0.4%$5.56M
- 7. CAE Inc3.16%$44.36M
- 8. Bic2.59%$36.29M
- 9. AIB Group PLC0.78%$10.96M
- 10. Watches of Switzerland Group PLC0.33%$4.57M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Medipal Holdings Corp2.53%$35.49M
- 2. Valiant Holding AG0.61%$8.55M
- 3. Open Text Corp2.53%$35.49M
- 4. Kennametal Inc2.59%$36.37M
- 5. Vicat SA1.01%$14.11M
- 6. Elior Group SA0.23%$3.27M
- 7. Hays PLC0.06%$777,163
- 8. QinetiQ Group PLC1.57%$22M
- 9. Grifols SA ADR2.83%$39.64M
- 10. Travis Perkins PLC1.08%$15.08M
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 International Small Cap Equity Fund
Totals
Holdings
Assets
Weight
Prisons
1
$8.4M
0.6%
Prisons high risk
1
$8.4M
0.6%
Private prisons
1
$8.4M
0.6%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$8.4M
0.6%
Holdings — 1 flagged holdings
1.
MITIE Group PLC
$8.4M
0.6%
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 International Small Cap Equity Fund BISMX
Environment
Social
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