Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS
Shareclass
Guinness Atkinson Global Energy Fund (GAGEX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS
FUND COVERAGE
# of holdings26
% of assets95%
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
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. BP PLC4.93%$505,746
- 2. Shell PLC5%$512,720
- 3. Equinor ASA3.12%$320,627
- 4. Enbridge Inc2.92%$299,511
- 5. TotalEnergies SE4.8%$492,994
- 6. Repsol SA3.58%$366,889
- 7. Chevron Corp4.89%$501,276
- 8. Schlumberger NV3.01%$309,304
- 9. Eni SpA3.34%$342,948
- 10. Exxon Mobil Corp5.35%$548,509
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Canadian Natural Resources Ltd3.81%$390,981
- 2. Imperial Oil Ltd3.38%$346,587
- 3. Devon Energy Corp3.36%$345,017
- 4. Diamondback Energy Inc3.59%$368,458
- 5. Valero Energy Corp4.59%$470,788
- 6. Halliburton Co3.05%$312,866
- 7. Cenovus Energy Inc3.09%$317,330
- 8. Kinder Morgan Inc2.94%$301,812
- 9. OMV AG3.36%$344,608
- 10. EOG Resources Inc3.39%$347,793
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 Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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.
Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS GAGEX
Environment
Social
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