UBS International Sustainable Equity Fund

Shareclass
UBS International Sustainable Equity P (BNUEX)
Type
Open-end mutual fund
Manager
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund UBS International Sustainable Equity Fund

FUND COVERAGE
# of holdings58
% of assets91%
Score
55 / 100
Rank

41.8 percentile

Group: International Equity

Rank: #638 out of 1,095

Grade
C

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

13 / 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. AstraZeneca PLC
         % of fund invested: 1.89%
         $USD invested: $2.94M
  • 2. NatWest Group PLC
         % of fund invested: 1.19%
         $USD invested: $1.84M
  • 3. Iberdrola SA
         % of fund invested: 1.98%
         $USD invested: $3.08M
  • 4. Novartis AG Registered Shares
         % of fund invested: 1.75%
         $USD invested: $2.72M
  • 5. Danone SA
         % of fund invested: 2.12%
         $USD invested: $3.29M
  • 6. Unilever PLC
         % of fund invested: 2.5%
         $USD invested: $3.89M
  • 7. Schneider Electric SE
         % of fund invested: 1.66%
         $USD invested: $2.57M
  • 8. Admiral Group PLC
         % of fund invested: 1.33%
         $USD invested: $2.06M
  • 9. St James's Place PLC
         % of fund invested: 0.83%
         $USD invested: $1.28M
  • 10. Michelin
         % of fund invested: 0.62%
         $USD invested: $963,069
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.82%
         $USD invested: $2.83M
  • 2. Keyence Corp
         % of fund invested: 1.34%
         $USD invested: $2.09M
  • 3. Tourmaline Oil Corp
         % of fund invested: 0.97%
         $USD invested: $1.5M
  • 4. Lundin Mining Corp
         % of fund invested: 0.78%
         $USD invested: $1.22M
  • 5. Fanuc Corp
         % of fund invested: 1.49%
         $USD invested: $2.31M
  • 6. OBIC Business Consultants Co Ltd
         % of fund invested: 2.24%
         $USD invested: $3.47M
  • 7. Toyota Motor Corp
         % of fund invested: 0.93%
         $USD invested: $1.44M
  • 8. Yamaha Motor Co Ltd
         % of fund invested: 0.46%
         $USD invested: $709,147
  • 9. Canadian Pacific Kansas City Ltd
         % of fund invested: 1.57%
         $USD invested: $2.44M
  • 10. MercadoLibre Inc
         % of fund invested: 0.56%
         $USD invested: $862,498

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 UBS International Sustainable Equity Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$709,147
0.46%
     Borders high risk
0
$0
0%
Total
1
$709,147
0.46%
Full fund results

Holdings — 1 flagged holdings

1.
Yamaha Motor Co Ltd
Borders
$709,147
0.46%
Borders :
$709,147
0.46%
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