JNL/WMC Global Real Estate Fund

Shareclass
JNL/WMC Global Real Estate A
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund JNL/WMC Global Real Estate Fund

FUND COVERAGE
# of holdings48
% of assets89%
Score
52 / 100
Rank

66.8 percentile

Group: Sector Equity

Rank: #288 out of 865

Grade
B

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. Stockland Corp Ltd
         % of fund invested: 2.82%
         $USD invested: $15.87M
  • 2. Swire Properties Ltd
         % of fund invested: 1.32%
         $USD invested: $7.44M
  • 3. CapitaLand Integrated Commercial Trust
         % of fund invested: 1.22%
         $USD invested: $6.88M
  • 4. Welltower Inc
         % of fund invested: 7.79%
         $USD invested: $43.81M
  • 5. Hilton Worldwide Holdings Inc
         % of fund invested: 0.97%
         $USD invested: $5.44M
  • 6. Jones Lang LaSalle Inc
         % of fund invested: 0.51%
         $USD invested: $2.84M
  • 7. Charter Hall Group
         % of fund invested: 2.47%
         $USD invested: $13.87M
  • 8. TAG Immobilien AG
         % of fund invested: 1.04%
         $USD invested: $5.84M
  • 9. Scentre Group
         % of fund invested: 2.59%
         $USD invested: $14.56M
  • 10. Accor SA
         % of fund invested: 0.99%
         $USD invested: $5.54M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brookfield Corp Registered Shs -A- Limited Vtg
         % of fund invested: 2.18%
         $USD invested: $12.23M
  • 2. American Healthcare REIT Inc Ordinary Shares
         % of fund invested: 2.6%
         $USD invested: $14.64M
  • 3. Urban Edge Properties
         % of fund invested: 1.5%
         $USD invested: $8.44M
  • 4. Kajima Corp
         % of fund invested: 0.82%
         $USD invested: $4.62M
  • 5. Resorttrust Inc
         % of fund invested: 0.72%
         $USD invested: $4.06M
  • 6. SL Green Realty Corp
         % of fund invested: 1.43%
         $USD invested: $8.05M
  • 7. Tanger Inc
         % of fund invested: 1.2%
         $USD invested: $6.77M
  • 8. Simon Property Group Inc
         % of fund invested: 4%
         $USD invested: $22.48M
  • 9. Mitsubishi Estate Co Ltd
         % of fund invested: 2.36%
         $USD invested: $13.26M
  • 10. Sumitomo Realty & Development Co Ltd
         % of fund invested: 2.35%
         $USD invested: $13.21M

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 JNL/WMC Global Real Estate Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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