Oaktree Emerging Markets Equity Fund - Brookfield
Shareclass
Oaktree Emerging Markets Equity Fund Class I (OEQIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oaktree Emerging Markets Equity Fund - Brookfield
FUND COVERAGE
# of holdings9
% of assets16%
Score
UNSCORED
Fund is below coverage threshold
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/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
- / 40
Gender Equality: Equal Compensation and Work Life Balance
- / 30
Gender Equality: Policies Promoting Gender Equality
- / 20
Gender Equality: Commitment, Transparency, and Accountability
- / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 9 holdings by Gender Equality score
- 1. Freeport-McMoRan Inc1.29%$3.88M
- 2. Grab Holdings Ltd1.09%$3.29M
- 3. Allegro.eu SA0.6%$1.82M
- 4. Ternium SA0.49%$1.49M
- 5. Anglogold Ashanti Plc4.6%$13.86M
- 6. Sands China Ltd0.92%$2.77M
- 7. Barrick Mining Corp2.62%$7.9M
- 8. Fresnillo PLC3.31%$9.98M
- 9. Capstone Copper Corp1.05%$3.17M
Lowest scoring holdings
Bottom 9 holdings by Gender Equality score
- 1. Capstone Copper Corp1.05%$3.17M
- 2. Fresnillo PLC3.31%$9.98M
- 3. Barrick Mining Corp2.62%$7.9M
- 4. Sands China Ltd0.92%$2.77M
- 5. Anglogold Ashanti Plc4.6%$13.86M
- 6. Ternium SA0.49%$1.49M
- 7. Allegro.eu SA0.6%$1.82M
- 8. Grab Holdings Ltd1.09%$3.29M
- 9. Freeport-McMoRan Inc1.29%$3.88M
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 Oaktree Emerging Markets Equity Fund - Brookfield
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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.
Oaktree Emerging Markets Equity Fund - Brookfield OEQIX
Environment
Social
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