GQG Partners Global Quality Equity Fund
Shareclass
GQG Partners Global Quality Equity Instl (GQRIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GQG Partners Global Quality Equity Fund
FUND COVERAGE
# of holdings47
% of assets86%
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
30 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
2 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE0.31%$11.42M
- 2. Procter & Gamble Co1.68%$61.35M
- 3. Iberdrola SA1.02%$37.3M
- 4. Novartis AG Registered Shares1.07%$38.92M
- 5. BNP Paribas Act. Cat.A1.42%$51.67M
- 6. Enel SpA1.69%$61.61M
- 7. UniCredit SpA1.48%$53.99M
- 8. Philip Morris International Inc7.17%$261.32M
- 9. Exelon Corp1.76%$64.14M
- 10. Colgate-Palmolive Co1.47%$53.61M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc1.75%$63.82M
- 2. Rheinmetall AG0.21%$7.57M
- 3. McKesson Corp0.75%$27.18M
- 4. The Kroger Co1.63%$59.36M
- 5. Amazon.com Inc0.02%$710,385
- 6. Netflix Inc3.18%$115.74M
- 7. Xcel Energy Inc1.73%$63.19M
- 8. Allstate Corp1.52%$55.57M
- 9. DTE Energy Co1.14%$41.52M
- 10. Elevance Health Inc0.89%$32.58M
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 GQG Partners Global Quality Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$188.87M
5.18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$295.95M
8.12%
Borders high risk
0
$0
0%
Total
5
$387.89M
11%
Holdings — 5 flagged holdings
1.
AT&T Inc
:$199.02M
5.46%
2.
Microsoft Corp
:$96.22M
2.64%
3.
The Kroger Co
$59.36M
1.63%
4.
Elevance Health Inc
$32.58M
0.89%
5.
Amazon.com Inc
:$710,385
0.02%
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.
GQG Partners Global Quality Equity Fund GQRIX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer