Bridge Builder Tax Managed International Equity Fund

Shareclass
Bridge Builder Tax Managed Intl Eq (BBTIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Bridge Builder Tax Managed International Equity Fund

FUND COVERAGE
# of holdings435
% of assets93%
Score
58 / 100
Rank

74.9 percentile

Group: International Equity

Rank: #276 out of 1,095

Grade
B

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

13 / 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. Transurban Group
         % of fund invested: 0.03%
         $USD invested: $784,005
  • 2. QBE Insurance Group Ltd
         % of fund invested: 0.09%
         $USD invested: $2.14M
  • 3. Allianz SE
         % of fund invested: 0.5%
         $USD invested: $12.03M
  • 4. AstraZeneca PLC
         % of fund invested: 0.62%
         $USD invested: $14.95M
  • 5. AstraZeneca PLC ADR
         % of fund invested: 0.13%
         $USD invested: $3.17M
  • 6. Qantas Airways Ltd
         % of fund invested: 0.02%
         $USD invested: $501,286
  • 7. ASX Ltd
         % of fund invested: 0.03%
         $USD invested: $652,300
  • 8. Standard Chartered PLC
         % of fund invested: 0.36%
         $USD invested: $8.67M
  • 9. Aena SME SA
         % of fund invested: 0.1%
         $USD invested: $2.34M
  • 10. GSK PLC
         % of fund invested: 0.58%
         $USD invested: $14.07M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brookfield Corp Registered Shs -A- Limited Vtg
         % of fund invested: 0.11%
         $USD invested: $2.69M
  • 2. Keyence Corp
         % of fund invested: 0.74%
         $USD invested: $17.7M
  • 3. Heineken Holding NV
         % of fund invested: 0.05%
         $USD invested: $1.16M
  • 4. IHI Corp
         % of fund invested: 0.35%
         $USD invested: $8.41M
  • 5. OBIC Co Ltd
         % of fund invested: 0.03%
         $USD invested: $784,833
  • 6. Fukuoka Financial Group Inc
         % of fund invested: 0.15%
         $USD invested: $3.68M
  • 7. CCL Industries Inc Registered Shs -B- Non Vtg
         % of fund invested: 0.04%
         $USD invested: $890,147
  • 8. Galaxy Entertainment Group Ltd
         % of fund invested: 0.37%
         $USD invested: $8.83M
  • 9. Suzuki Motor Corp
         % of fund invested: 0.32%
         $USD invested: $7.65M
  • 10. SECOM Co Ltd
         % of fund invested: 0.03%
         $USD invested: $615,248

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 Bridge Builder Tax Managed International Equity Fund

Totals

Holdings
Assets
Weight
Prisons
4
$23.46M
0.98%
     Prisons high risk
1
$964,940
0.04%
     Private prisons
1
$964,940
0.04%
Borders
7
$46.06M
1.91%
     Borders high risk
1
$6.93M
0.29%
Total
9
$48.01M
2%
Full fund results

Holdings — 9 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$14.71M
0.61%
Prisons
Borders :
$14.71M
0.61%
2.
RELX PLC
Borders
$11.01M
0.46%
Borders :
$11.01M
0.46%
3.
Airbus SE
Borders
$6.93M
0.29%
Borders :
$6.93M
0.29%
4.
Capgemini SE
Prisons
Borders
$6.8M
0.28%
Prisons
Borders :
$6.8M
0.28%
5.
Accenture PLC Class A
Borders
$3.72M
0.15%
Borders :
$3.72M
0.15%
6.
Honda Motor Co Ltd
Borders
$2.47M
0.1%
Borders :
$2.47M
0.1%
7.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$983,830
0.04%
Prisons
$983,830
0.04%
8.
Sodexo
Prisons
$964,940
0.04%
Prisons
$964,940
0.04%
9.
Yamaha Motor Co Ltd
Borders
$411,392
0.02%
Borders :
$411,392
0.02%
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