EUPAC Fund
Shareclass
EUPAC Fund Class F-2 (AEPFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund EUPAC Fund
FUND COVERAGE
# of holdings243
% of assets74%
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
12 / 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. Allianz SE0.1%$130.14M
- 2. AstraZeneca PLC1.38%$1.86B
- 3. Standard Chartered PLC1.16%$1.56B
- 4. GSK PLC0.03%$35.25M
- 5. Publicis Groupe SA0.19%$259.99M
- 6. NatWest Group PLC0.79%$1.07B
- 7. Sanofi SA0.2%$269.85M
- 8. Iberdrola SA0.23%$304.67M
- 9. Novo Nordisk A/S1.75%$2.36B
- 10. BNP Paribas SA0.03%$36.72M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.54%$726.46M
- 2. Brookfield Corp0.62%$836.39M
- 3. Keyence Corp0.2%$273.3M
- 4. Zensho Holdings Co Ltd0.03%$39.1M
- 5. Canadian Natural Resources Ltd0.43%$576.87M
- 6. Coupang Inc0.02%$23.38M
- 7. Tourmaline Oil Corp0.04%$50.72M
- 8. IHI Corp0.2%$275.85M
- 9. Obic Co Ltd0.02%$30.92M
- 10. Galaxy Entertainment Group Ltd0.03%$39.46M
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 EUPAC Fund
Totals
Holdings
Assets
Weight
Prisons
4.0
$1.89B
1.4%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$5.46B
4.05%
Borders high risk
1.0
$3.34B
2.47%
Total
7.0
$5.58B
4.13%
Holdings — 7 flagged holdings
1.
Airbus SE
:$3.34B
2.47%
2.
NEC Corp
:$1.23B
0.91%
3.
Capgemini SE
:$341.2M
0.25%
4.
RELX PLC
:$306.91M
0.23%
5.
HSBC Holdings PLC
:$198.07M
0.15%
6.
Chocoladefabriken Lindt & Spruengli AG
$116.37M
0.09%
7.
Thales SA
:$45.28M
0.03%
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.
EUPAC Fund AEPFX
Environment
Social
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