Scharf Multi-Asset Opportunity Fund
Shareclass
Scharf Multi-Asset Opportunity Instl (LOGOX)
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 Scharf Multi-Asset Opportunity Fund
FUND COVERAGE
# of holdings32
% of assets69%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR3.07%$1.53M
- 2. The Hershey Co2.07%$1.03M
- 3. Microsoft Corp4.32%$2.15M
- 4. Zoetis Inc Class A1.3%$648,198
- 5. Heineken NV0.99%$494,241
- 6. Kenvue Inc<0.01%$16
- 7. Visa Inc Class A2.98%$1.48M
- 8. Chubb Ltd1.4%$698,004
- 9. Adobe Inc1.57%$783,105
- 10. Thermo Fisher Scientific Inc1.46%$725,105
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N1.65%$821,628
- 2. Markel Group Inc2.74%$1.36M
- 3. Brookfield Corp Registered Shs -A- Limited Vtg3.58%$1.78M
- 4. Berkshire Hathaway Inc Class B3.54%$1.76M
- 5. Franco-Nevada Corp2.49%$1.24M
- 6. Donaldson Co Inc1.26%$626,562
- 7. Booking Holdings Inc1.51%$750,499
- 8. The Walt Disney Co1.85%$921,610
- 9. Oracle Corp3.75%$1.86M
- 10. Aon PLC Class A1.53%$764,151
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 Scharf Multi-Asset Opportunity Fund
Totals
Holdings
Assets
Weight
Prisons
2
$3.91M
7.86%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$3.76M
7.56%
Borders high risk
1
$888,095
1.78%
Total
4
$5.52M
11%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$2.15M
4.32%
2.
Berkshire Hathaway Inc Class B
$1.76M
3.54%
3.
Lockheed Martin Corp
:$888,095
1.78%
4.
Thermo Fisher Scientific Inc
:$725,105
1.46%
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.
Scharf Multi-Asset Opportunity Fund LOGOX
Environment
Social
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