KBI Global Investors Aquarius Fund
Shareclass
KBI Global Investors Aquarius Instl (KBIWX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund KBI Global Investors Aquarius Fund
FUND COVERAGE
# of holdings33
% of assets83%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. United Utilities Group PLC Class A3.67%$2M
- 2. Severn Trent PLC2.32%$1.27M
- 3. Halma PLC2.46%$1.34M
- 4. Xylem Inc4.98%$2.72M
- 5. Arcadis NV1.67%$910,250
- 6. IDEX Corp2.9%$1.58M
- 7. Ecolab Inc2.28%$1.25M
- 8. American Water Works Co Inc3.51%$1.92M
- 9. Weir Group PLC2.55%$1.39M
- 10. Veolia Environnement SA6.26%$3.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Advanced Drainage Systems Inc2.08%$1.13M
- 2. Core & Main Inc Class A2.07%$1.13M
- 3. A.O. Smith Corp2.18%$1.19M
- 4. Itron Inc1.42%$776,535
- 5. Kubota Corp1.63%$889,322
- 6. TOTO Ltd1.54%$838,404
- 7. Andritz AG1.66%$907,346
- 8. Masco Corp1.02%$555,039
- 9. The Toro Co2.01%$1.1M
- 10. Kurita Water Industries Ltd3.94%$2.15M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund KBI Global Investors Aquarius 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%
Holdings — 0 flagged holdings
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.
KBI Global Investors Aquarius Fund KBIWX
Environment
Social
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