Nomura Asset Strategy Fund - Ivy Funds
Shareclass
Nomura Asset Strategy Fund Class C (WASCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Nomura Asset Strategy Fund - Ivy Funds
FUND COVERAGE
# of holdings49
% of assets53%
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
9 / 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. Orkla ASA0.95%$16.98M
- 2. BAE Systems PLC0.97%$17.45M
- 3. Mastercard Inc1.38%$24.71M
- 4. Hilton Worldwide Holdings Inc1.01%$18.17M
- 5. SAP SE0.97%$17.39M
- 6. Microsoft Corp3.22%$57.86M
- 7. Banco Bilbao Vizcaya Argentaria SA1.54%$27.63M
- 8. Airbus SE1.22%$21.94M
- 9. Siemens AG0.87%$15.54M
- 10. AbbVie Inc0.83%$14.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Canadian Natural Resources Ltd0.49%$8.88M
- 2. Blue Owl Capital Inc0.64%$11.44M
- 3. Ascendis Pharma A/S0.82%$14.68M
- 4. SMC Corp0.67%$12.11M
- 5. Broadcom Inc1.07%$19.17M
- 6. Howmet Aerospace Inc1.22%$21.98M
- 7. CSX Corp1.09%$19.53M
- 8. Alimentation Couche-Tard Inc1.22%$21.89M
- 9. BJ's Wholesale Club Holdings Inc0.72%$13.02M
- 10. Casey's General Stores Inc1.09%$19.56M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Nomura Asset Strategy Fund - Ivy Funds
Totals
Holdings
Assets
Weight
Prisons
4.0
$128.68M
7.17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
7.0
$181.62M
10%
Borders high risk
1.0
$21.94M
1.22%
Total
7.0
$181.62M
10%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$57.86M
3.22%
2.
Alphabet Inc
:$26.89M
1.5%
3.
Amazon.com Inc
:$25.51M
1.42%
4.
Airbus SE
:$21.94M
1.22%
5.
Thermo Fisher Scientific Inc
:$18.42M
1.03%
6.
Salesforce Inc
:$17.92M
1%
7.
Ingersoll Rand Inc
:$13.08M
0.73%
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.
Nomura Asset Strategy Fund - Ivy Funds WASCX
Environment
Social
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