Brookfield Next Generation Infrastructure Fund

Shareclass
Brookfield Next Generation Infras I (GRSIX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Brookfield Next Generation Infrastructure Fund

FUND COVERAGE
# of holdings28
% of assets92%
Score
58 / 100
Rank

96.4 percentile

Group: Sector Equity

Rank: #32 out of 867

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

28 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Grid PLC
         % of fund invested: 2.74%
         $USD invested: $1.78M
  • 2. Iberdrola SA
         % of fund invested: 5.5%
         $USD invested: $3.57M
  • 3. Enel SpA
         % of fund invested: 4.36%
         $USD invested: $2.83M
  • 4. Schneider Electric SE
         % of fund invested: 3.95%
         $USD invested: $2.56M
  • 5. Severn Trent PLC
         % of fund invested: 3.3%
         $USD invested: $2.14M
  • 6. SSE PLC
         % of fund invested: 6.25%
         $USD invested: $4.06M
  • 7. Hera SpA
         % of fund invested: 3%
         $USD invested: $1.95M
  • 8. Xylem Inc
         % of fund invested: 1.94%
         $USD invested: $1.26M
  • 9. Trane Technologies PLC Class A
         % of fund invested: 3.42%
         $USD invested: $2.22M
  • 10. First Solar Inc
         % of fund invested: 3.33%
         $USD invested: $2.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Itron Inc
         % of fund invested: 3.02%
         $USD invested: $1.96M
  • 2. NextEra Energy Inc
         % of fund invested: 4.4%
         $USD invested: $2.86M
  • 3. Waste Connections Inc
         % of fund invested: 3.03%
         $USD invested: $1.97M
  • 4. Bloom Energy Corp Class A
         % of fund invested: 1.71%
         $USD invested: $1.11M
  • 5. Clearway Energy Inc Class C
         % of fund invested: 2.02%
         $USD invested: $1.31M
  • 6. TXNM Energy Inc
         % of fund invested: 4.01%
         $USD invested: $2.6M
  • 7. Waste Management Inc
         % of fund invested: 3.1%
         $USD invested: $2.01M
  • 8. Boralex Inc Class A
         % of fund invested: 1.83%
         $USD invested: $1.19M
  • 9. Carrier Global Corp Ordinary Shares
         % of fund invested: 2.32%
         $USD invested: $1.51M
  • 10. Xcel Energy Inc
         % of fund invested: 4.28%
         $USD invested: $2.78M

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 Next Generation Infrastructure 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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