Brookfield Global Listed Real Estate Fund

Shareclass
Brookfield Global Listed Real Estate I (BLRYX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Brookfield Global Listed Real Estate Fund

FUND COVERAGE
# of holdings44
% of assets94%
Score
53 / 100
Rank

69.7 percentile

Group: Sector Equity

Rank: #263 out of 865

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

9 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Stockland Corp Ltd
         % of fund invested: 1.43%
         $USD invested: $1.68M
  • 2. CapitaLand Integrated Commercial Trust
         % of fund invested: 2.22%
         $USD invested: $2.62M
  • 3. Welltower Inc
         % of fund invested: 7.37%
         $USD invested: $8.7M
  • 4. Fastighets AB Balder Class B
         % of fund invested: 1.95%
         $USD invested: $2.3M
  • 5. Scentre Group
         % of fund invested: 2.37%
         $USD invested: $2.8M
  • 6. VICI Properties Inc Ordinary Shares
         % of fund invested: 2.67%
         $USD invested: $3.15M
  • 7. Hang Lung Properties Ltd
         % of fund invested: 1.05%
         $USD invested: $1.24M
  • 8. Canadian Apartment Properties Real Estate Investment Trust Unit
         % of fund invested: 0.19%
         $USD invested: $221,559
  • 9. Omega Healthcare Investors Inc
         % of fund invested: 2.45%
         $USD invested: $2.89M
  • 10. Ventas Inc
         % of fund invested: 1.54%
         $USD invested: $1.82M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. American Healthcare REIT Inc Ordinary Shares
         % of fund invested: 2.39%
         $USD invested: $2.82M
  • 2. KDX Realty Investment Corp
         % of fund invested: 0.93%
         $USD invested: $1.1M
  • 3. Highwoods Properties Inc
         % of fund invested: 1%
         $USD invested: $1.18M
  • 4. Nippon Building Fund Inc
         % of fund invested: 0.52%
         $USD invested: $615,220
  • 5. Invincible Investment Corp
         % of fund invested: 0.96%
         $USD invested: $1.13M
  • 6. Comforia Residential REIT Inc
         % of fund invested: 0.58%
         $USD invested: $681,345
  • 7. SL Green Realty Corp
         % of fund invested: 2.42%
         $USD invested: $2.86M
  • 8. Simon Property Group Inc
         % of fund invested: 2.21%
         $USD invested: $2.61M
  • 9. LaSalle LOGIPORT REIT
         % of fund invested: 1.02%
         $USD invested: $1.21M
  • 10. First Industrial Realty Trust Inc
         % of fund invested: 2.85%
         $USD invested: $3.36M

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 Brookfield Global Listed Real Estate Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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