Causeway International Value Fund

Shareclass
Causeway International Value Inv (CIVVX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Causeway International Value Fund

FUND COVERAGE
# of holdings58
% of assets88%
Score
62 / 100
Rank

96.2 percentile

Group: International Equity

Rank: #43 out of 1,095

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

14 / 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. AstraZeneca PLC
         % of fund invested: 3.03%
         $USD invested: $499.26M
  • 2. Standard Chartered PLC
         % of fund invested: 0.95%
         $USD invested: $156.07M
  • 3. GSK PLC
         % of fund invested: 1.85%
         $USD invested: $304.96M
  • 4. National Grid PLC
         % of fund invested: 1.74%
         $USD invested: $286.7M
  • 5. NatWest Group PLC
         % of fund invested: 0.69%
         $USD invested: $114.42M
  • 6. Sanofi SA
         % of fund invested: 1.76%
         $USD invested: $290.89M
  • 7. Diageo PLC
         % of fund invested: 0.46%
         $USD invested: $76.19M
  • 8. BNP Paribas Act. Cat.A
         % of fund invested: 2.02%
         $USD invested: $333.44M
  • 9. Novo Nordisk AS Class B
         % of fund invested: 1.41%
         $USD invested: $232.67M
  • 10. BP PLC
         % of fund invested: 1.94%
         $USD invested: $319.15M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Fanuc Corp
         % of fund invested: 2.08%
         $USD invested: $342.32M
  • 2. ArcelorMittal SA New Reg.Shs ex-Arcelor
         % of fund invested: 0.65%
         $USD invested: $107.23M
  • 3. SMC Corp
         % of fund invested: 0.83%
         $USD invested: $136.49M
  • 4. Barrick Mining Corp
         % of fund invested: 1.06%
         $USD invested: $175.04M
  • 5. Anheuser-Busch InBev SA/NV
         % of fund invested: 1.5%
         $USD invested: $246.97M
  • 6. Nintendo Co Ltd
         % of fund invested: 0.48%
         $USD invested: $78.99M
  • 7. Murata Manufacturing Co Ltd
         % of fund invested: 1.78%
         $USD invested: $294.23M
  • 8. Sompo Holdings Inc
         % of fund invested: 1.19%
         $USD invested: $196.67M
  • 9. Infineon Technologies AG
         % of fund invested: 2.07%
         $USD invested: $342M
  • 10. Sumitomo Mitsui Financial Group Inc
         % of fund invested: 0.51%
         $USD invested: $84.03M

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 Causeway International Value Fund

Totals

Holdings
Assets
Weight
Prisons
1
$253.2M
1.54%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$534.88M
3.24%
     Borders high risk
0
$0
0%
Total
3
$534.88M
3.24%
Full fund results

Holdings — 3 flagged holdings

1.
Capgemini SE
Prisons
Borders
$253.2M
1.54%
Prisons
Borders :
$253.2M
1.54%
2.
RELX PLC
Borders
$240.11M
1.46%
Borders :
$240.11M
1.46%
3.
Smiths Group PLC
Borders
$41.58M
0.25%
Borders :
$41.58M
0.25%
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