Natixis Funds Trust IV AEW Global Focused Real Estate Fund

Shareclass
Natixis AEW Global Focused Real Estate A (NRFAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Natixis Funds Trust IV AEW Global Focused Real Estate Fund

FUND COVERAGE
# of holdings53
% of assets94%
Score
53 / 100
Rank

71.7 percentile

Group: Sector Equity

Rank: #246 out of 865

Grade
B

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 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. GPT Group
         % of fund invested: 1.23%
         $USD invested: $464,213
  • 2. Mirvac Group
         % of fund invested: 1.15%
         $USD invested: $433,365
  • 3. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.
         % of fund invested: 1.53%
         $USD invested: $575,861
  • 4. Welltower Inc
         % of fund invested: 8.16%
         $USD invested: $3.07M
  • 5. Fastighets AB Balder Class B
         % of fund invested: 1.62%
         $USD invested: $611,153
  • 6. TAG Immobilien AG
         % of fund invested: 0.53%
         $USD invested: $198,661
  • 7. UNITE Group PLC
         % of fund invested: 0.56%
         $USD invested: $209,651
  • 8. CapitaLand Ascendas REIT Units
         % of fund invested: 1.26%
         $USD invested: $474,594
  • 9. Pandox AB Class B
         % of fund invested: 0.44%
         $USD invested: $166,876
  • 10. HMC Capital Ltd
         % of fund invested: 0.3%
         $USD invested: $112,990
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GLP J-REIT
         % of fund invested: 0.37%
         $USD invested: $140,336
  • 2. Japan Metropolitan Fund Investment Corp
         % of fund invested: 1.18%
         $USD invested: $442,267
  • 3. Advance Residence Investment Corp
         % of fund invested: 0.42%
         $USD invested: $157,244
  • 4. Highwoods Properties Inc
         % of fund invested: 3.51%
         $USD invested: $1.32M
  • 5. Comforia Residential REIT Inc
         % of fund invested: 0.04%
         $USD invested: $15,385
  • 6. Simon Property Group Inc
         % of fund invested: 3.99%
         $USD invested: $1.5M
  • 7. Mitsubishi Estate Co Ltd
         % of fund invested: 1.18%
         $USD invested: $443,588
  • 8. Sumitomo Realty & Development Co Ltd
         % of fund invested: 0.28%
         $USD invested: $105,863
  • 9. LondonMetric Property PLC
         % of fund invested: 0.79%
         $USD invested: $296,635
  • 10. CTP NV Ordinary Shares
         % of fund invested: 0.75%
         $USD invested: $281,182

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 Natixis Funds Trust IV AEW Global Focused Real Estate 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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