VELA International Fund

Shareclass
VELA International I (VEITX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund VELA International Fund

FUND COVERAGE
# of holdings41
% of assets68%
Score
53 / 100
Rank

27.7 percentile

Group: International Equity

Rank: #793 out of 1,095

Grade
D

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 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. Compagnie Financiere Richemont SA Class A
         % of fund invested: 0.9%
         $USD invested: $614,339
  • 2. Michelin
         % of fund invested: 1.53%
         $USD invested: $1.05M
  • 3. Globant SA
         % of fund invested: 0.98%
         $USD invested: $671,346
  • 4. Roche Holding AG
         % of fund invested: 1.8%
         $USD invested: $1.23M
  • 5. Remy Cointreau
         % of fund invested: 0.67%
         $USD invested: $460,905
  • 6. TotalEnergies SE
         % of fund invested: 2.01%
         $USD invested: $1.38M
  • 7. Svenska Handelsbanken AB Class A
         % of fund invested: 2%
         $USD invested: $1.37M
  • 8. ING Groep NV
         % of fund invested: 2.57%
         $USD invested: $1.76M
  • 9. JDE Peet's NV Ordinary Shares
         % of fund invested: 2.3%
         $USD invested: $1.57M
  • 10. Fuchs SE Registered Shares
         % of fund invested: 1.26%
         $USD invested: $863,594
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. WH Group Ltd Shs Unitary 144A/Reg S
         % of fund invested: 2.13%
         $USD invested: $1.46M
  • 2. Toray Industries Inc
         % of fund invested: 1.07%
         $USD invested: $733,767
  • 3. Alamos Gold Inc Class A
         % of fund invested: 2.32%
         $USD invested: $1.59M
  • 4. Bakkafrost P/F
         % of fund invested: 1.57%
         $USD invested: $1.08M
  • 5. B&M European Value Retail SA
         % of fund invested: 2.37%
         $USD invested: $1.62M
  • 6. Honda Motor Co Ltd
         % of fund invested: 1.11%
         $USD invested: $758,568
  • 7. Nintendo Co Ltd
         % of fund invested: 0.62%
         $USD invested: $423,999
  • 8. Loomis AB Class B
         % of fund invested: 1.31%
         $USD invested: $897,433
  • 9. Copa Holdings SA Class A
         % of fund invested: 1.58%
         $USD invested: $1.08M
  • 10. OceanaGold Corp
         % of fund invested: 2.46%
         $USD invested: $1.69M

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 VELA International Fund

Totals

Holdings
Assets
Weight
Prisons
1
$1.91M
2.79%
     Prisons high risk
1
$1.91M
2.79%
     Private prisons
1
$1.91M
2.79%
Borders
1
$758,568
1.11%
     Borders high risk
0
$0
0%
Total
2
$2.67M
3.89%
Full fund results

Holdings — 2 flagged holdings

1.
Serco Group PLC
Prisons
$1.91M
2.79%
Prisons
$1.91M
2.79%
2.
Honda Motor Co Ltd
Borders
$758,568
1.11%
Borders :
$758,568
1.11%
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