Lazard International Quality Growth Portfolio

Shareclass
Lazard International Quality Gr Instl (ICMPX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lazard International Quality Growth Portfolio

FUND COVERAGE
# of holdings38
% of assets82%
Score
57 / 100
Rank

64.4 percentile

Group: International Equity

Rank: #392 out of 1,099

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. Diageo PLC
         % of fund invested: 1.61%
         $USD invested: $6.55M
  • 2. Unilever PLC
         % of fund invested: 2.52%
         $USD invested: $10.23M
  • 3. Wolters Kluwer NV
         % of fund invested: 1.89%
         $USD invested: $7.68M
  • 4. Pernod Ricard SA
         % of fund invested: 1.08%
         $USD invested: $4.36M
  • 5. Experian PLC
         % of fund invested: 2.39%
         $USD invested: $9.68M
  • 6. Halma PLC
         % of fund invested: 3.31%
         $USD invested: $13.43M
  • 7. London Stock Exchange Group PLC
         % of fund invested: 3.3%
         $USD invested: $13.39M
  • 8. Accenture PLC Class A
         % of fund invested: 2.38%
         $USD invested: $9.66M
  • 9. Hong Kong Exchanges and Clearing Ltd
         % of fund invested: 2.02%
         $USD invested: $8.21M
  • 10. IMCD NV
         % of fund invested: 1.43%
         $USD invested: $5.81M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Toei Animation Co Ltd
         % of fund invested: 1.37%
         $USD invested: $5.57M
  • 2. Keyence Corp
         % of fund invested: 1.59%
         $USD invested: $6.46M
  • 3. Toromont Industries Ltd
         % of fund invested: 1.86%
         $USD invested: $7.54M
  • 4. Coloplast AS Class B
         % of fund invested: 1.31%
         $USD invested: $5.3M
  • 5. Partners Group Holding AG
         % of fund invested: 2.83%
         $USD invested: $11.5M
  • 6. Assa Abloy AB Class B
         % of fund invested: 2.37%
         $USD invested: $9.61M
  • 7. Universal Music Group NV
         % of fund invested: 2.12%
         $USD invested: $8.6M
  • 8. VAT Group AG
         % of fund invested: 1.52%
         $USD invested: $6.17M
  • 9. Hoya Corp
         % of fund invested: 1.72%
         $USD invested: $6.98M
  • 10. AIA Group Ltd
         % of fund invested: 1.73%
         $USD invested: $7.04M

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 Lazard International Quality Growth Portfolio

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$22.88M
5.64%
     Borders high risk
0
$0
0%
Total
2
$22.88M
5.64%
Full fund results

Holdings — 2 flagged holdings

1.
RELX PLC
Borders
$13.22M
3.26%
Borders :
$13.22M
3.26%
2.
Accenture PLC Class A
Borders
$9.66M
2.38%
Borders :
$9.66M
2.38%
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