Mercer Non-US Core Equity Fund - Mercer Funds

Shareclass
Mercer Non-US Core Equity Fund Class Y-3 (MNCEX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Mercer Non-US Core Equity Fund - Mercer Funds

FUND COVERAGE
# of holdings810
% of assets93%
Score
56 / 100
Rank

53.6 percentile

Group: International Equity

Rank: #485 out of 1,040

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

13 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. Transurban Group
         % of fund invested: 0.04%
         $USD invested: $1.62M
  • 2. GPT Group/The
         % of fund invested: <0.01%
         $USD invested: $378,316
  • 3. QBE Insurance Group Ltd
         % of fund invested: 0.18%
         $USD invested: $7.53M
  • 4. Allianz SE
         % of fund invested: 0.27%
         $USD invested: $11.47M
  • 5. AstraZeneca PLC
         % of fund invested: 0.52%
         $USD invested: $22.01M
  • 6. Qantas Airways Ltd
         % of fund invested: 0.15%
         $USD invested: $6.39M
  • 7. AstraZeneca PLC
         % of fund invested: 0.1%
         $USD invested: $4.35M
  • 8. Viva Energy Group Ltd
         % of fund invested: <0.01%
         $USD invested: $73,759
  • 9. Standard Chartered PLC
         % of fund invested: 0.05%
         $USD invested: $2.16M
  • 10. Aena SME SA
         % of fund invested: 0.03%
         $USD invested: $1.17M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. KBC Ancora
         % of fund invested: 0.03%
         $USD invested: $1.44M
  • 2. Shopify Inc
         % of fund invested: 0.29%
         $USD invested: $12.13M
  • 3. Constellation Software Inc/Canada
         % of fund invested: 0.13%
         $USD invested: $5.35M
  • 4. Sankyu Inc
         % of fund invested: 0.05%
         $USD invested: $2.27M
  • 5. Genesis Minerals Ltd
         % of fund invested: <0.01%
         $USD invested: $284,829
  • 6. ABC-Mart Inc
         % of fund invested: <0.01%
         $USD invested: $74,823
  • 7. Lennar Corp
         % of fund invested: 0.06%
         $USD invested: $2.48M
  • 8. Futu Holdings Ltd
         % of fund invested: 0.01%
         $USD invested: $571,122
  • 9. Capricorn Metals Ltd
         % of fund invested: <0.01%
         $USD invested: $256,207
  • 10. Yamazaki Baking Co Ltd
         % of fund invested: <0.01%
         $USD invested: $162,054

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 Mercer Non-US Core Equity Fund - Mercer Funds

Totals

Holdings
Assets
Weight
Prisons
9.0
$67.98M
1.6%
     Prisons high risk
2.0
$2.69M
0.06%
     Private prisons
1.0
$2.35M
0.06%
Borders
9.0
$95.16M
2.24%
     Borders high risk
2.0
$20.46M
0.48%
Total
14.0
$115.91M
2.73%
Full fund results

Holdings — 14 flagged holdings

1.
RELX PLC
Borders
$23.69M
0.56%
Borders :
$23.69M
0.56%
2.
Airbus SE
Borders
$19.34M
0.45%
Borders :
$19.34M
0.45%
3.
NEC Corp
Prisons
Borders
$18M
0.42%
Prisons
Borders :
$18M
0.42%
4.
Capgemini SE
Prisons
Borders
$13.16M
0.31%
Prisons
Borders :
$13.16M
0.31%
5.
McDonald's Corp
Prisons
$12.15M
0.29%
Prisons
$12.15M
0.29%
6.
HSBC Holdings PLC
Prisons
Borders
$8.7M
0.2%
Prisons
Borders :
$8.7M
0.2%
7.
Honda Motor Co Ltd
Prisons
Borders
$7.35M
0.17%
Prisons
Borders :
$7.35M
0.17%
8.
Chocoladefabriken Lindt & Spruengli AG
Prisons
$4.66M
0.11%
Prisons
$4.66M
0.11%
9.
Serco Group PLC
Prisons
$2.35M
0.06%
Prisons
$2.35M
0.06%
10.
Polaris Inc
Borders
$2.21M
0.05%
Borders :
$2.21M
0.05%
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