Guinness Atkinson Global Innovators Fund - GUINNESS ATKINSON FUNDS
Shareclass
Guinness Atkinson Global Innovators Fund Guinness Atkinson Global Innovators Fund - Investor Class (IWIRX)
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 Guinness Atkinson Global Innovators Fund - GUINNESS ATKINSON FUNDS
FUND COVERAGE
# of holdings27
% of assets90%
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
9 / 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. Schneider Electric SE3.36%$6.36M
- 2. Mastercard Inc3.42%$6.49M
- 3. London Stock Exchange Group PLC3.12%$5.92M
- 4. Microsoft Corp3.03%$5.74M
- 5. Intuit Inc3.27%$6.19M
- 6. Salesforce Inc3.61%$6.84M
- 7. Meta Platforms Inc3.56%$6.74M
- 8. Visa Inc3.27%$6.19M
- 9. Adobe Inc3.46%$6.55M
- 10. Thermo Fisher Scientific Inc3.3%$6.26M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc3.4%$6.45M
- 2. AMETEK Inc3.37%$6.39M
- 3. Applied Materials Inc3.7%$7M
- 4. Roper Technologies Inc3.24%$6.15M
- 5. Amphenol Corp3.26%$6.18M
- 6. Medtronic PLC3.13%$5.94M
- 7. Intercontinental Exchange Inc3.5%$6.63M
- 8. Danaher Corp3.48%$6.6M
- 9. Lam Research Corp3.72%$7.05M
- 10. KLA Corp3.43%$6.5M
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 Innovators Fund - GUINNESS ATKINSON FUNDS
Totals
Holdings
Assets
Weight
Prisons
4.0
$24.92M
13%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$31.77M
17%
Borders high risk
0.0
$0
0%
Total
5.0
$31.77M
17%
Holdings — 5 flagged holdings
1.
Salesforce Inc
:$6.84M
3.61%
2.
Alphabet Inc
:$6.79M
3.58%
3.
Thermo Fisher Scientific Inc
:$6.26M
3.3%
4.
Amazon.com Inc
:$6.13M
3.23%
5.
Microsoft Corp
:$5.74M
3.03%
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.
Guinness Atkinson Global Innovators Fund - GUINNESS ATKINSON FUNDS IWIRX
Environment
Social
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