Mirova Global Megatrends Fund
Shareclass
Mirova Global Megatrends Y (ESGYX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Mirova Global Megatrends Fund
FUND COVERAGE
# of holdings47
% of assets94%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.77%$15.99M
- 2. Iberdrola SA3.6%$32.42M
- 3. Unilever PLC0.86%$7.72M
- 4. Mastercard Inc Class A4.33%$39M
- 5. Accenture PLC Class A1.32%$11.93M
- 6. Xylem Inc2.04%$18.39M
- 7. Credit Agricole SA0.78%$7.05M
- 8. SAP SE2.01%$18.15M
- 9. Microsoft Corp7.23%$65.18M
- 10. Ecolab Inc3.11%$28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg3.19%$28.77M
- 2. Advanced Drainage Systems Inc0.71%$6.38M
- 3. NextEra Energy Inc2.21%$19.93M
- 4. Broadcom Inc0.82%$7.41M
- 5. Canadian Pacific Kansas City Ltd1.19%$10.71M
- 6. Hubbell Inc1.53%$13.8M
- 7. AGCO Corp0.92%$8.27M
- 8. Watts Water Technologies Inc Class A0.92%$8.27M
- 9. Sekisui House Ltd1.44%$12.94M
- 10. Roper Technologies Inc2.56%$23.08M
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
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - Invests in companies whose businesses include activities related to sustainable investment themes. We focus both on opportunities (idea generation) and risks. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Mirova Global Megatrends Fund
Totals
Holdings
Assets
Weight
Prisons
1
$65.18M
7.23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$117.01M
13%
Borders high risk
0
$0
0%
Total
5
$117.01M
13%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$65.18M
7.23%
2.
Thermo Fisher Scientific Inc
:$21.61M
2.4%
3.
Accenture PLC Class A
:$11.93M
1.32%
4.
Salesforce Inc
:$10.09M
1.12%
5.
RELX PLC
:$8.2M
0.91%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Mirova Global Megatrends Fund ESGYX
Environment
Social
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