Empower International Value Fund

Shareclass
Empower International Value Inv (MXIVX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Empower International Value Fund

FUND COVERAGE
# of holdings246
% of assets87%
Score
58 / 100
Rank

74.1 percentile

Group: International Equity

Rank: #285 out of 1,095

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: 0.45%
         $USD invested: $5.94M
  • 2. Allianz SE
         % of fund invested: 0.22%
         $USD invested: $2.96M
  • 3. Qantas Airways Ltd
         % of fund invested: 0.38%
         $USD invested: $4.95M
  • 4. Yara International ASA
         % of fund invested: 0.16%
         $USD invested: $2.16M
  • 5. NatWest Group PLC
         % of fund invested: 2.1%
         $USD invested: $27.65M
  • 6. Diageo PLC
         % of fund invested: 0.56%
         $USD invested: $7.43M
  • 7. Sanofi SA
         % of fund invested: 0.47%
         $USD invested: $6.18M
  • 8. Swedbank AB Class A
         % of fund invested: 0.33%
         $USD invested: $4.34M
  • 9. Helia Group Ltd
         % of fund invested: 0.25%
         $USD invested: $3.33M
  • 10. Novartis AG Registered Shares
         % of fund invested: 1.39%
         $USD invested: $18.32M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Sankyu Inc
         % of fund invested: 0.13%
         $USD invested: $1.73M
  • 2. Sankyo Co Ltd
         % of fund invested: 0.3%
         $USD invested: $3.98M
  • 3. AMADA Co Ltd
         % of fund invested: 0.18%
         $USD invested: $2.37M
  • 4. Stanley Electric Co Ltd
         % of fund invested: 0.12%
         $USD invested: $1.6M
  • 5. Taisei Corp
         % of fund invested: 0.43%
         $USD invested: $5.68M
  • 6. Toyota Boshoku Corp
         % of fund invested: 0.16%
         $USD invested: $2.09M
  • 7. NGK Insulators Ltd
         % of fund invested: 0.13%
         $USD invested: $1.76M
  • 8. Daiwabo Holdings Co Ltd
         % of fund invested: 0.15%
         $USD invested: $2.01M
  • 9. Kamigumi Co Ltd
         % of fund invested: 0.2%
         $USD invested: $2.7M
  • 10. Kaneka Corp
         % of fund invested: 0.16%
         $USD invested: $2.09M

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 Empower International Value Fund

Totals

Holdings
Assets
Weight
Prisons
4
$15.95M
1.21%
     Prisons high risk
2
$5.84M
0.44%
     Private prisons
1
$2.76M
0.21%
Borders
3
$14.5M
1.1%
     Borders high risk
0
$0
0%
Total
6
$23.01M
1.74%
Full fund results

Holdings — 6 flagged holdings

1.
Capgemini SE
Prisons
Borders
$7.45M
0.56%
Prisons
Borders :
$7.45M
0.56%
2.
Honda Motor Co Ltd
Borders
$4.78M
0.36%
Borders :
$4.78M
0.36%
3.
NICE Ltd ADR
Prisons
$3.09M
0.23%
Prisons
$3.09M
0.23%
4.
MITIE Group PLC
Prisons
$2.76M
0.21%
Prisons
$2.76M
0.21%
5.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$2.66M
0.2%
Prisons
$2.66M
0.2%
6.
Yamaha Motor Co Ltd
Borders
$2.27M
0.17%
Borders :
$2.27M
0.17%
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