USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS
Shareclass
USGI GLOBAL LUXURY GOODS FUND Global Luxury Goods Fund (USLUX)
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 USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS
FUND COVERAGE
# of holdings41
% of assets82%
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
2 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. L'Oreal SA1.73%$856,168
- 2. Marriott International Inc/MD1.92%$948,503
- 3. Kering SA1.24%$612,464
- 4. Burberry Group PLC1.18%$585,284
- 5. Pernod Ricard SA0.72%$353,962
- 6. UBS Group AG2.2%$1.09M
- 7. Hermes International SCA6.74%$3.33M
- 8. Hilton Worldwide Holdings Inc2.62%$1.29M
- 9. Cie Financiere Richemont SA4.78%$2.36M
- 10. Mercedes-Benz Group AG3.59%$1.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viking Holdings Ltd1.83%$906,375
- 2. Life Time Group Holdings Inc2.24%$1.11M
- 3. Franco-Nevada Corp0.77%$380,457
- 4. Bayerische Motoren Werke AG2.15%$1.06M
- 5. MGM Resorts International0.19%$92,525
- 6. Royal Gold Inc0.65%$319,384
- 7. OR Royalties Inc0.85%$418,220
- 8. Las Vegas Sands Corp1.33%$657,336
- 9. Melco Resorts & Entertainment Ltd0.14%$68,160
- 10. Ramelius Resources Ltd0.16%$78,103
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 USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS
Totals
Holdings
Assets
Weight
Prisons
1.0
$1.98M
4.01%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$1.98M
4.01%
Borders high risk
0.0
$0
0%
Total
1.0
$1.98M
4.01%
Holdings — 1 flagged holdings
1.
Amazon.com Inc
:$1.98M
4.01%
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.
USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS USLUX
Environment
Social
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