Macquarie Healthcare Fund

Shareclass
Macquarie Healthcare A (DLHAX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Macquarie Healthcare Fund

FUND COVERAGE
# of holdings49
% of assets83%
Score
60 / 100
Rank

98.5 percentile

Group: Sector Equity

Rank: #14 out of 865

Grade
A

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

30 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 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. AstraZeneca PLC
         % of fund invested: 3.16%
         $USD invested: $20.92M
  • 2. Sanofi SA
         % of fund invested: 2.1%
         $USD invested: $13.89M
  • 3. UCB SA
         % of fund invested: 4.61%
         $USD invested: $30.53M
  • 4. Biogen Inc
         % of fund invested: 0.56%
         $USD invested: $3.7M
  • 5. Boston Scientific Corp
         % of fund invested: 6.05%
         $USD invested: $40.09M
  • 6. Johnson & Johnson
         % of fund invested: 1.34%
         $USD invested: $8.86M
  • 7. Vertex Pharmaceuticals Inc
         % of fund invested: 1.48%
         $USD invested: $9.78M
  • 8. Merck & Co Inc
         % of fund invested: 3.94%
         $USD invested: $26.08M
  • 9. Neurocrine Biosciences Inc
         % of fund invested: 1.47%
         $USD invested: $9.77M
  • 10. Roche Holding AG
         % of fund invested: 3.69%
         $USD invested: $24.46M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: 0.4%
         $USD invested: $2.62M
  • 2. Viking Therapeutics Inc
         % of fund invested: 1.35%
         $USD invested: $8.93M
  • 3. Vaxcyte Inc Ordinary Shares
         % of fund invested: 0.37%
         $USD invested: $2.46M
  • 4. Madrigal Pharmaceuticals Inc
         % of fund invested: 0.66%
         $USD invested: $4.38M
  • 5. Janux Therapeutics Inc Ordinary Shares
         % of fund invested: 0.26%
         $USD invested: $1.74M
  • 6. ACADIA Pharmaceuticals Inc
         % of fund invested: 0.36%
         $USD invested: $2.41M
  • 7. Roivant Sciences Ltd Ordinary Shares
         % of fund invested: 0.61%
         $USD invested: $4.03M
  • 8. Myriad Genetics Inc
         % of fund invested: 0.05%
         $USD invested: $318,500
  • 9. Zimmer Biomet Holdings Inc
         % of fund invested: 1.28%
         $USD invested: $8.49M
  • 10. Quest Diagnostics Inc
         % of fund invested: 0.82%
         $USD invested: $5.45M

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 Macquarie Healthcare Fund

Totals

Holdings
Assets
Weight
Prisons
1
$20.07M
3.03%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
1
$20.07M
3.03%
Full fund results

Holdings — 1 flagged holdings

1.
Elevance Health Inc
Prisons
$20.07M
3.03%
Prisons
$20.07M
3.03%
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