JOHCM International Select Fund - Perpetual Americas Funds Trust

Shareclass
JOHCM International Select Fund Institutional Shares (JOHIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund JOHCM International Select Fund - Perpetual Americas Funds Trust

FUND COVERAGE
# of holdings48
% of assets95%
Score
55 / 100
Rank

40.6 percentile

Group: International Equity

Rank: #620 out of 1,040

Grade
C

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

12 / 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. Standard Chartered PLC
         % of fund invested: 2.06%
         $USD invested: $59.34M
  • 2. National Grid PLC
         % of fund invested: 2.07%
         $USD invested: $59.56M
  • 3. UCB SA
         % of fund invested: 2.02%
         $USD invested: $58.04M
  • 4. Danone SA
         % of fund invested: 2.03%
         $USD invested: $58.41M
  • 5. Euronext NV
         % of fund invested: 1.78%
         $USD invested: $51.13M
  • 6. UBS Group AG
         % of fund invested: 2.19%
         $USD invested: $63.07M
  • 7. Hong Kong Exchanges & Clearing Ltd
         % of fund invested: 1.99%
         $USD invested: $57.19M
  • 8. Centrica PLC
         % of fund invested: 1.97%
         $USD invested: $56.52M
  • 9. Northern Star Resources Ltd
         % of fund invested: 2.1%
         $USD invested: $60.38M
  • 10. Deutsche Boerse AG
         % of fund invested: 1.83%
         $USD invested: $52.7M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. IHI Corp
         % of fund invested: 1.9%
         $USD invested: $54.66M
  • 2. Taisei Corp
         % of fund invested: 2.02%
         $USD invested: $58.19M
  • 3. Kajima Corp
         % of fund invested: 1.82%
         $USD invested: $52.24M
  • 4. Organo Corp
         % of fund invested: 1.77%
         $USD invested: $50.83M
  • 5. Hitachi Ltd
         % of fund invested: 1.88%
         $USD invested: $54.01M
  • 6. Japan Steel Works Ltd/The
         % of fund invested: 1.94%
         $USD invested: $55.86M
  • 7. SBI Holdings Inc
         % of fund invested: 1.91%
         $USD invested: $55M
  • 8. Advantest Corp
         % of fund invested: 2.08%
         $USD invested: $59.9M
  • 9. Japan Exchange Group Inc
         % of fund invested: 1.91%
         $USD invested: $54.84M
  • 10. Singapore Exchange Ltd
         % of fund invested: 2.03%
         $USD invested: $58.35M

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 JOHCM International Select Fund - Perpetual Americas Funds Trust

Totals

Holdings
Assets
Weight
Prisons
1.0
$58.18M
2.02%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$58.18M
2.02%
     Borders high risk
0.0
$0
0%
Total
1.0
$58.18M
2.02%
Full fund results

Holdings — 1 flagged holdings

1.
NEC Corp
Prisons
Borders
$58.18M
2.02%
Prisons
Borders :
$58.18M
2.02%
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