Lazard International Strategic Equity Portfolio R6

Shareclass
Lazard International Strategic Eq Open (LISOX)
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 Strategic Equity Portfolio R6

FUND COVERAGE
# of holdings54
% of assets84%
Score
56 / 100
Rank

49.1 percentile

Group: International Equity

Rank: #560 out of 1,099

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

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. National Grid PLC
         % of fund invested: 1.61%
         $USD invested: $29.95M
  • 2. Novo Nordisk AS Class B
         % of fund invested: 2.35%
         $USD invested: $43.77M
  • 3. Merck KGaA
         % of fund invested: 1.38%
         $USD invested: $25.65M
  • 4. Unilever PLC
         % of fund invested: 2.29%
         $USD invested: $42.48M
  • 5. UniCredit SpA
         % of fund invested: 2.25%
         $USD invested: $41.9M
  • 6. Experian PLC
         % of fund invested: 1.42%
         $USD invested: $26.32M
  • 7. London Stock Exchange Group PLC
         % of fund invested: 1.96%
         $USD invested: $36.39M
  • 8. Societe Generale SA
         % of fund invested: 2.13%
         $USD invested: $39.65M
  • 9. Element Fleet Management Corp
         % of fund invested: 1.9%
         $USD invested: $35.34M
  • 10. Compagnie de Saint-Gobain SA
         % of fund invested: 1.31%
         $USD invested: $24.35M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Keyence Corp
         % of fund invested: 1.21%
         $USD invested: $22.45M
  • 2. BayCurrent Inc
         % of fund invested: 1.45%
         $USD invested: $26.9M
  • 3. Kobe Bussan Co Ltd
         % of fund invested: 1.29%
         $USD invested: $24.04M
  • 4. Suzuki Motor Corp
         % of fund invested: 0.93%
         $USD invested: $17.26M
  • 5. OBIC Business Consultants Co Ltd
         % of fund invested: 1.44%
         $USD invested: $26.85M
  • 6. Elbit Systems Ltd
         % of fund invested: 1.19%
         $USD invested: $22.19M
  • 7. Pan Pacific International Holdings Corp
         % of fund invested: 1.64%
         $USD invested: $30.48M
  • 8. Canadian Pacific Kansas City Ltd
         % of fund invested: 0.79%
         $USD invested: $14.67M
  • 9. Techtronic Industries Co Ltd
         % of fund invested: 0.99%
         $USD invested: $18.48M
  • 10. Nippon Sanso Holdings Corp
         % of fund invested: 0.97%
         $USD invested: $18.06M

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 Strategic Equity Portfolio R6

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$121.38M
6.53%
     Borders high risk
1
$22.19M
1.19%
Total
3
$121.38M
6.53%
Full fund results

Holdings — 3 flagged holdings

1.
RELX PLC
Borders
$61.05M
3.28%
Borders :
$61.05M
3.28%
2.
NEC Corp
Borders
$38.14M
2.05%
Borders :
$38.14M
2.05%
3.
Elbit Systems Ltd
Borders
$22.19M
1.19%
Borders :
$22.19M
1.19%
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