Impax International Sustainable Economy Fund - Impax

Shareclass
Impax International Sustainable Economy Fund Institutional Class (PXNIX)
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 International Sustainable Economy Fund - Impax

FUND COVERAGE
# of holdings130
% of assets99%
Score
60 / 100
Rank

92.5 percentile

Group: International Equity

Rank: #79 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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

15 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

2 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: 1.07%
         $USD invested: $16.91M
  • 2. Allianz SE
         % of fund invested: 1.19%
         $USD invested: $18.84M
  • 3. AstraZeneca PLC
         % of fund invested: 2.76%
         $USD invested: $43.62M
  • 4. GSK PLC
         % of fund invested: 0.46%
         $USD invested: $7.3M
  • 5. National Grid PLC
         % of fund invested: 1.08%
         $USD invested: $17.11M
  • 6. Westpac Banking Corp
         % of fund invested: 0.2%
         $USD invested: $3.19M
  • 7. Iberdrola SA
         % of fund invested: 2.16%
         $USD invested: $34.17M
  • 8. Novartis AG
         % of fund invested: 2.71%
         $USD invested: $42.84M
  • 9. BNP Paribas SA
         % of fund invested: 1.75%
         $USD invested: $27.61M
  • 10. Novo Nordisk A/S
         % of fund invested: 0.89%
         $USD invested: $14.13M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. FANUC Corp
         % of fund invested: 0.75%
         $USD invested: $11.83M
  • 2. Kajima Corp
         % of fund invested: 0.24%
         $USD invested: $3.78M
  • 3. Hitachi Ltd
         % of fund invested: 2.1%
         $USD invested: $33.18M
  • 4. Sekisui Chemical Co Ltd
         % of fund invested: 0.27%
         $USD invested: $4.19M
  • 5. Nitto Denko Corp
         % of fund invested: 0.23%
         $USD invested: $3.7M
  • 6. Tokyo Electron Ltd
         % of fund invested: 2.02%
         $USD invested: $31.92M
  • 7. Daifuku Co Ltd
         % of fund invested: 0.37%
         $USD invested: $5.87M
  • 8. KDDI Corp
         % of fund invested: 1.53%
         $USD invested: $24.18M
  • 9. Mitsubishi Estate Co Ltd
         % of fund invested: 0.32%
         $USD invested: $5.04M
  • 10. Sumitomo Electric Industries Ltd
         % of fund invested: 0.45%
         $USD invested: $7.15M

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 International Sustainable Economy Fund - Impax

Totals

Holdings
Assets
Weight
Prisons
2.0
$68.99M
4.37%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
3.0
$91.19M
5.77%
     Borders high risk
0.0
$0
0%
Total
3.0
$91.19M
5.77%
Full fund results

Holdings — 3 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$44.03M
2.79%
Prisons
Borders :
$44.03M
2.79%
2.
NEC Corp
Prisons
Borders
$24.96M
1.58%
Prisons
Borders :
$24.96M
1.58%
3.
RELX PLC
Borders
$22.2M
1.4%
Borders :
$22.2M
1.4%
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