Impax Ellevate Global Womens Leadership Fund - Impax

Shareclass
Impax Ellevate Global Womens Leadership Fund Institutional Class (PXWIX)
Type
Open-end mutual fund
Manager
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 Womens Leadership Fund - Impax

FUND COVERAGE
# of holdings107
% of assets99%
Score
61 / 100
Rank

94.9 percentile

Group: International Equity

Rank: #54 out of 1,040

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: 0.99%
         $USD invested: $6.99M
  • 2. Allianz SE
         % of fund invested: 0.46%
         $USD invested: $3.25M
  • 3. Qantas Airways Ltd
         % of fund invested: 0.81%
         $USD invested: $5.74M
  • 4. Standard Chartered PLC
         % of fund invested: 1.02%
         $USD invested: $7.19M
  • 5. Yara International ASA
         % of fund invested: 0.38%
         $USD invested: $2.71M
  • 6. GSK PLC
         % of fund invested: 1.05%
         $USD invested: $7.39M
  • 7. National Grid PLC
         % of fund invested: 0.49%
         $USD invested: $3.49M
  • 8. Westpac Banking Corp
         % of fund invested: 1.07%
         $USD invested: $7.53M
  • 9. Publicis Groupe SA
         % of fund invested: 0.83%
         $USD invested: $5.89M
  • 10. NatWest Group PLC
         % of fund invested: 0.37%
         $USD invested: $2.64M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Ulta Beauty Inc
         % of fund invested: 0.98%
         $USD invested: $6.93M
  • 2. Broadcom Inc
         % of fund invested: 2.72%
         $USD invested: $19.23M
  • 3. Synopsys Inc
         % of fund invested: 1.05%
         $USD invested: $7.4M
  • 4. Seagate Technology Holdings PLC
         % of fund invested: 0.95%
         $USD invested: $6.7M
  • 5. Walt Disney Co/The
         % of fund invested: 1.11%
         $USD invested: $7.82M
  • 6. Best Buy Co Inc
         % of fund invested: 0.6%
         $USD invested: $4.27M
  • 7. Oracle Corp
         % of fund invested: 0.89%
         $USD invested: $6.27M
  • 8. Lam Research Corp
         % of fund invested: 0.77%
         $USD invested: $5.42M
  • 9. Apple Inc
         % of fund invested: 4.83%
         $USD invested: $34.14M
  • 10. Eli Lilly & Co
         % of fund invested: 1.95%
         $USD invested: $13.78M

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




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Impax Ellevate Global Womens Leadership Fund - Impax

Totals

Holdings
Assets
Weight
Prisons
7.0
$91.31M
13%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
6.0
$80.11M
11%
     Borders high risk
1.0
$1.57M
0.22%
Total
9.0
$99.38M
14%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$31.8M
4.5%
Prisons
Borders :
$31.8M
4.5%
2.
Amazon.com Inc
Prisons
Borders
$17.83M
2.52%
Prisons
Borders :
$17.83M
2.52%
3.
Alphabet Inc
Prisons
Borders
$12.49M
1.77%
Prisons
Borders :
$12.49M
1.77%
4.
Alphabet Inc
Prisons
Borders
$9.92M
1.4%
Prisons
Borders :
$9.92M
1.4%
5.
Cardinal Health Inc
Prisons
$7.24M
1.03%
Prisons
$7.24M
1.03%
6.
Target Corp
Prisons
$6.58M
0.93%
Prisons
$6.58M
0.93%
7.
Accenture PLC
Borders
$6.51M
0.92%
Borders :
$6.51M
0.92%
8.
Elevance Health Inc
Prisons
$5.46M
0.77%
Prisons
$5.46M
0.77%
9.
Thomson Reuters Corp
Borders
$1.57M
0.22%
Borders :
$1.57M
0.22%
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