Lyrical International Value Equity Fund

Shareclass
Lyrical International Value Equity Instl (LYRWX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lyrical International Value Equity Fund

FUND COVERAGE
# of holdings26
% of assets94%
Score
53 / 100
Rank

28.6 percentile

Group: International Equity

Rank: #783 out of 1,095

Grade
D

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

11 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Bollore SE
         % of fund invested: 4.05%
         $USD invested: $388,586
  • 2. Euronext NV
         % of fund invested: 4.2%
         $USD invested: $403,160
  • 3. Ayvens
         % of fund invested: 3.82%
         $USD invested: $367,070
  • 4. Teleperformance SE
         % of fund invested: 2.28%
         $USD invested: $218,996
  • 5. Brenntag SE
         % of fund invested: 3.91%
         $USD invested: $375,755
  • 6. Vistry Group PLC
         % of fund invested: 1.16%
         $USD invested: $111,704
  • 7. Rexel SA
         % of fund invested: 4.28%
         $USD invested: $411,245
  • 8. AerCap Holdings NV
         % of fund invested: 4.73%
         $USD invested: $453,862
  • 9. Johnson Controls International PLC Registered Shares
         % of fund invested: 4.48%
         $USD invested: $430,232
  • 10. Ashtead Group PLC
         % of fund invested: 4.21%
         $USD invested: $404,105
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Kraftia Corp
         % of fund invested: 1.49%
         $USD invested: $142,891
  • 2. CK Hutchison Holdings Ltd
         % of fund invested: 4.15%
         $USD invested: $398,450
  • 3. Air Water Inc
         % of fund invested: 1.77%
         $USD invested: $170,330
  • 4. Nintendo Co Ltd ADR
         % of fund invested: 4.14%
         $USD invested: $397,161
  • 5. Sony Group Corp
         % of fund invested: 4.17%
         $USD invested: $399,964
  • 6. Evolution AB
         % of fund invested: 4.03%
         $USD invested: $387,249
  • 7. Open Text Corp
         % of fund invested: 3.62%
         $USD invested: $347,196
  • 8. D'Ieteren Group
         % of fund invested: 4.08%
         $USD invested: $391,393
  • 9. Babcock International Group PLC
         % of fund invested: 3.38%
         $USD invested: $324,563
  • 10. Elis SA
         % of fund invested: 2.88%
         $USD invested: $276,787

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 Lyrical International Value Equity 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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