Trillium ESG Global Equity Fund
Shareclass
Trillium ESG Global Equity Institutional (PORIX)
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 Trillium ESG Global Equity Fund
FUND COVERAGE
# of holdings78
% of assets93%
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
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. Allianz SE1.28%$10.39M
- 2. AstraZeneca PLC1.24%$9.99M
- 3. Novo Nordisk AS Class B0.72%$5.85M
- 4. L'Oreal SA1.37%$11.04M
- 5. Aviva PLC0.77%$6.22M
- 6. Marriott International Inc Class A0.88%$7.12M
- 7. Unilever PLC1.56%$12.62M
- 8. Schneider Electric SE0.76%$6.11M
- 9. DNB Bank ASA0.87%$7.03M
- 10. Cochlear Ltd0.82%$6.66M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Sumitomo Mitsui Trust Group Inc1.05%$8.48M
- 2. Denso Corp0.6%$4.86M
- 3. Cadence Design Systems Inc1.4%$11.31M
- 4. Quanta Services Inc1.07%$8.68M
- 5. MercadoLibre Inc1.28%$10.33M
- 6. Applied Materials Inc0.76%$6.15M
- 7. Daiwa House Industry Co Ltd0.55%$4.47M
- 8. Costco Wholesale Corp0.46%$3.73M
- 9. Assa Abloy AB Class B0.8%$6.5M
- 10. Kurita Water Industries Ltd0.66%$5.35M
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.
Combination of Positive and Restricted/Exclusionary Strategies - We believe that diversity, inclusive of gender and race, is an essential component of sound governance and a critical attribute to a well-functioning organization. The Fund avoids investing in companies with egregious, pervasive or longstanding patterns of discriminatory behavior. If issues emerge at a company in which we are already invested, we engage with management in dialogue to urge it to take meaningful action against prejudice and discrimination. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Trillium ESG Global Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$106.76M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$95.7M
12%
Borders high risk
0
$0
0%
Total
6
$114.14M
14%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$51.5M
6.37%
2.
Alphabet Inc Class A
:$36.82M
4.55%
3.
Target Corp
$7.66M
0.95%
4.
Accenture PLC Class A
:$7.38M
0.91%
5.
Elevance Health Inc
$7.06M
0.87%
6.
Costco Wholesale Corp
$3.73M
0.46%
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.
Trillium ESG Global Equity Fund PORIX
Environment
Social
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