Independent Franchise Partners US Equity Fund - Advisers Investment Trust
Shareclass
Independent Franchise Partners US Equity Fund (IFPUX)
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 Independent Franchise Partners US Equity Fund - Advisers Investment Trust
FUND COVERAGE
# of holdings32
% of assets98%
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
28 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG2.95%$46.22M
- 2. Philip Morris International Inc3.35%$52.49M
- 3. Reckitt Benckiser Group PLC1.99%$31.15M
- 4. Johnson & Johnson4.64%$72.79M
- 5. Zillow Group Inc3.79%$59.42M
- 6. Zillow Group Inc0.59%$9.18M
- 7. Bristol-Myers Squibb Co5.33%$83.55M
- 8. British American Tobacco PLC3.28%$51.4M
- 9. eBay Inc3.26%$51.14M
- 10. Salesforce Inc2.96%$46.46M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc2.11%$33.11M
- 2. Ryan Specialty Holdings Inc2.27%$35.61M
- 3. RB Global Inc1.31%$20.53M
- 4. Warner Music Group Corp4.04%$63.42M
- 5. Solventum Corp4.91%$77.08M
- 6. Nintendo Co Ltd1.28%$20.13M
- 7. Universal Music Group NV0.67%$10.45M
- 8. Fox Corp3.51%$55.02M
- 9. Fox Corp1.33%$20.8M
- 10. Intercontinental Exchange Inc3.36%$52.66M
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 Independent Franchise Partners US Equity Fund - Advisers Investment Trust
Totals
Holdings
Assets
Weight
Prisons
1.0
$49.71M
3.17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$96.17M
6.13%
Borders high risk
0.0
$0
0%
Total
2.0
$96.17M
6.13%
Holdings — 2 flagged holdings
1.
TransUnion
:$49.71M
3.17%
2.
Salesforce Inc
:$46.46M
2.96%
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.
Independent Franchise Partners US Equity Fund - Advisers Investment Trust IFPUX
Environment
Social
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