Brown Advisory - WMC Strategic European Equity Fund
Shareclass
Brown Advisory WMC Strat Eurp Eq Adv (BAHAX)
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 Brown Advisory - WMC Strategic European Equity Fund
FUND COVERAGE
# of holdings59
% of assets90%
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
13 / 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. Publicis Groupe SA2.52%$18.86M
- 2. UCB SA1.67%$12.47M
- 3. Storebrand ASA0.63%$4.72M
- 4. Haleon PLC2.92%$21.8M
- 5. Danone SA1.59%$11.89M
- 6. Unilever PLC3.81%$28.45M
- 7. Beazley PLC1.69%$12.6M
- 8. UBS Group AG Registered Shares1.37%$10.27M
- 9. Legrand SA0.31%$2.32M
- 10. British American Tobacco PLC4.34%$32.45M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Royal Unibrew AS1.61%$12.06M
- 2. Baloise Holding AG1.48%$11.06M
- 3. Hexpol AB Class B0.12%$932,500
- 4. United Internet AG1.86%$13.89M
- 5. Assa Abloy AB Class B1.41%$10.51M
- 6. Buzzi SpA0.41%$3.1M
- 7. Hill & Smith PLC0.42%$3.14M
- 8. Dassault Aviation SA0.78%$5.84M
- 9. Bunzl PLC2.89%$21.61M
- 10. Next PLC1.15%$8.6M
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 Brown Advisory - WMC Strategic European Equity Fund
Totals
Holdings
Assets
Weight
Prisons
1
$10.17M
1.36%
Prisons high risk
1
$10.17M
1.36%
Private prisons
1
$10.17M
1.36%
Borders
2
$28.29M
3.78%
Borders high risk
0
$0
0%
Total
3
$38.46M
5.14%
Holdings — 3 flagged holdings
1.
Smiths Group PLC
:$23.01M
3.08%
2.
Serco Group PLC
$10.17M
1.36%
3.
Thales
:$5.28M
0.71%
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.
Brown Advisory - WMC Strategic European Equity Fund BAHAX
Environment
Social
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