Impax Ellevate Global Women’s Leadership Fund

Shareclass
Impax Ellevate Global Women's Ldr Instl (PXWIX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Impax Ellevate Global Women’s Leadership Fund

FUND COVERAGE
# of holdings103
% of assets98%
Score
62 / 100
Rank

95.3 percentile

Group: International Equity

Rank: #53 out of 1,095

Grade
A

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

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 1%
         $USD invested: $7.07M
  • 2. Allianz SE
         % of fund invested: 0.42%
         $USD invested: $2.96M
  • 3. AstraZeneca PLC
         % of fund invested: 1.27%
         $USD invested: $9.02M
  • 4. Qantas Airways Ltd
         % of fund invested: 0.87%
         $USD invested: $6.18M
  • 5. Standard Chartered PLC
         % of fund invested: 0.97%
         $USD invested: $6.88M
  • 6. Yara International ASA
         % of fund invested: 0.34%
         $USD invested: $2.42M
  • 7. GSK PLC
         % of fund invested: 1.05%
         $USD invested: $7.44M
  • 8. National Grid PLC
         % of fund invested: 0.46%
         $USD invested: $3.27M
  • 9. Westpac Banking Corp
         % of fund invested: 1.1%
         $USD invested: $7.78M
  • 10. Publicis Groupe SA
         % of fund invested: 0.79%
         $USD invested: $5.61M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Ulta Beauty Inc
         % of fund invested: 1.06%
         $USD invested: $7.49M
  • 2. Broadcom Inc
         % of fund invested: 2.53%
         $USD invested: $17.95M
  • 3. Synopsys Inc
         % of fund invested: 1.13%
         $USD invested: $8M
  • 4. The Walt Disney Co
         % of fund invested: 1.14%
         $USD invested: $8.1M
  • 5. Best Buy Co Inc
         % of fund invested: 0.7%
         $USD invested: $4.96M
  • 6. Oracle Corp
         % of fund invested: 1.31%
         $USD invested: $9.3M
  • 7. Apple Inc
         % of fund invested: 4.64%
         $USD invested: $32.91M
  • 8. Eli Lilly and Co
         % of fund invested: 1.42%
         $USD invested: $10.07M
  • 9. Insulet Corp
         % of fund invested: 0.28%
         $USD invested: $1.98M
  • 10. Twilio Inc Class A
         % of fund invested: 0.93%
         $USD invested: $6.57M

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
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - The Pax Ellevate Global Women's Index Fund invests in the highest rated companies in the world in advancing women's leadership, as rated by Impax Gender Analytics. Companies are ranked on multiple criteria of gender leadership, including: the representation of women on their board of directors, the representation of women in company management, woman CFO, woman CEO and whether the company is a signatory to the Women's Empowerment Principles . Across all of our Funds, Pax World also engages certain companies on diversity issues through our various shareholder advocacy initiatives, including proxy voting, shareholder resolutions, direct management dialogues and public policy initiatives, among others.  More
US-SIF member fund managers: want to update your statement?  Contact us




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Impax Ellevate Global Women’s Leadership Fund

Totals

Holdings
Assets
Weight
Prisons
7
$84.2M
12%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$74.45M
11%
     Borders high risk
1
$1.84M
0.26%
Total
9
$92.19M
13%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$35.05M
4.94%
Prisons
Borders :
$35.05M
4.94%
2.
Amazon.com Inc
Prisons
Borders
$18.31M
2.58%
Prisons
Borders :
$18.31M
2.58%
3.
Alphabet Inc Class A
Prisons
Borders
$7.38M
1.04%
Prisons
Borders :
$7.38M
1.04%
4.
Cardinal Health Inc
Prisons
$6.35M
0.9%
Prisons
$6.35M
0.9%
5.
Target Corp
Prisons
$6.21M
0.88%
Prisons
$6.21M
0.88%
6.
Accenture PLC Class A
Borders
$6.15M
0.87%
Borders :
$6.15M
0.87%
7.
Alphabet Inc Class C
Prisons
Borders
$5.72M
0.81%
Prisons
Borders :
$5.72M
0.81%
8.
Elevance Health Inc
Prisons
$5.18M
0.73%
Prisons
$5.18M
0.73%
9.
Thomson Reuters Corp
Borders
$1.84M
0.26%
Borders :
$1.84M
0.26%
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