ClearBridge International Growth Fund - Legg Mason

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ClearBridge International Growth Fund Class IS (LMGPX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund ClearBridge International Growth Fund - Legg Mason

FUND COVERAGE
# of holdings56
% of assets90%
Score
60 / 100
Rank

91.6 percentile

Group: International Equity

Rank: #89 out of 1,040

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

27 / 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: 2.98%
         $USD invested: $217.73M
  • 2. NatWest Group PLC
         % of fund invested: 2.36%
         $USD invested: $172.6M
  • 3. UCB SA
         % of fund invested: 1.98%
         $USD invested: $145.12M
  • 4. L'Oreal SA
         % of fund invested: 1.78%
         $USD invested: $129.88M
  • 5. Danone SA
         % of fund invested: 1.67%
         $USD invested: $121.86M
  • 6. Rio Tinto PLC
         % of fund invested: 1.01%
         $USD invested: $74.14M
  • 7. BAE Systems PLC
         % of fund invested: 1.9%
         $USD invested: $138.74M
  • 8. Schneider Electric SE
         % of fund invested: 2.09%
         $USD invested: $152.81M
  • 9. AXA SA
         % of fund invested: 1.24%
         $USD invested: $90.93M
  • 10. Intesa Sanpaolo SpA
         % of fund invested: 2.47%
         $USD invested: $180.35M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mitsubishi Heavy Industries Ltd
         % of fund invested: 0.54%
         $USD invested: $39.67M
  • 2. Celestica Inc
         % of fund invested: 0.85%
         $USD invested: $62.32M
  • 3. Tokyo Electron Ltd
         % of fund invested: 1.65%
         $USD invested: $120.72M
  • 4. Fujikura Ltd
         % of fund invested: 0.27%
         $USD invested: $19.56M
  • 5. Nomura Research Institute Ltd
         % of fund invested: 0.75%
         $USD invested: $54.81M
  • 6. Sony Group Corp
         % of fund invested: 1.79%
         $USD invested: $131.05M
  • 7. Mitsubishi UFJ Financial Group Inc
         % of fund invested: 2.45%
         $USD invested: $179.48M
  • 8. Pro Medicus Ltd
         % of fund invested: 0.29%
         $USD invested: $21.02M
  • 9. Sea Ltd
         % of fund invested: 1.51%
         $USD invested: $110.26M
  • 10. Hoya Corp
         % of fund invested: 2.18%
         $USD invested: $159.81M

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 ClearBridge International Growth Fund - Legg Mason

Totals

Holdings
Assets
Weight
Prisons
1.0
$179.68M
2.46%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
3.0
$421.49M
5.76%
     Borders high risk
1.0
$149.21M
2.04%
Total
3.0
$421.49M
5.76%
Full fund results

Holdings — 3 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$179.68M
2.46%
Prisons
Borders :
$179.68M
2.46%
2.
Airbus SE
Borders
$149.21M
2.04%
Borders :
$149.21M
2.04%
3.
RELX PLC
Borders
$92.6M
1.27%
Borders :
$92.6M
1.27%
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