Victory Sustainable World Fund

Shareclass
Victory Sustainable World A (USWGX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Victory Sustainable World Fund

FUND COVERAGE
# of holdings308
% of assets91%
Score
56 / 100
Rank

45.9 percentile

Group: International Equity

Rank: #593 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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. QBE Insurance Group Ltd
         % of fund invested: 0.03%
         $USD invested: $451,221
  • 2. Allianz SE
         % of fund invested: 0.04%
         $USD invested: $669,292
  • 3. AstraZeneca PLC
         % of fund invested: 0.1%
         $USD invested: $1.54M
  • 4. Qantas Airways Ltd
         % of fund invested: 0.04%
         $USD invested: $630,779
  • 5. Standard Chartered PLC
         % of fund invested: 0.18%
         $USD invested: $2.74M
  • 6. Aena SME SA
         % of fund invested: 0.42%
         $USD invested: $6.29M
  • 7. GSK PLC
         % of fund invested: 0.1%
         $USD invested: $1.53M
  • 8. National Grid PLC
         % of fund invested: 0.03%
         $USD invested: $457,991
  • 9. Publicis Groupe SA
         % of fund invested: 0.04%
         $USD invested: $580,021
  • 10. Sanofi SA
         % of fund invested: 0.09%
         $USD invested: $1.34M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Constellation Software Inc
         % of fund invested: 0.44%
         $USD invested: $6.66M
  • 2. Vertiv Holdings Co Class A
         % of fund invested: 0.54%
         $USD invested: $8.08M
  • 3. Konami Group Corp
         % of fund invested: 0.07%
         $USD invested: $1.08M
  • 4. Curtiss-Wright Corp
         % of fund invested: 0.62%
         $USD invested: $9.38M
  • 5. Central Japan Railway Co
         % of fund invested: 0.05%
         $USD invested: $751,221
  • 6. HF Sinclair Corp
         % of fund invested: 0.07%
         $USD invested: $1.11M
  • 7. Corpay Inc
         % of fund invested: 0.11%
         $USD invested: $1.64M
  • 8. Galaxy Entertainment Group Ltd
         % of fund invested: 0.03%
         $USD invested: $494,868
  • 9. Suzuki Motor Corp
         % of fund invested: 0.03%
         $USD invested: $521,261
  • 10. SS&C Technologies Holdings Inc
         % of fund invested: 0.25%
         $USD invested: $3.7M

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 Victory Sustainable World Fund

Totals

Holdings
Assets
Weight
Prisons
12
$176.59M
12%
     Prisons high risk
2
$3.5M
0.23%
     Private prisons
0
$0
0%
Borders
15
$169.72M
11%
     Borders high risk
5
$9.66M
0.64%
Total
19
$192.95M
13%
Full fund results

Holdings — 19 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$56.66M
3.77%
Prisons
Borders :
$56.66M
3.77%
2.
Alphabet Inc Class C
Prisons
Borders
$44.47M
2.96%
Prisons
Borders :
$44.47M
2.96%
3.
Amazon.com Inc
Prisons
Borders
$33.69M
2.24%
Prisons
Borders :
$33.69M
2.24%
4.
McDonald's Corp
Prisons
$12.44M
0.83%
Prisons
$12.44M
0.83%
5.
HSBC Holdings PLC
Prisons
Borders
$10.48M
0.7%
Prisons
Borders :
$10.48M
0.7%
6.
Cardinal Health Inc
Prisons
$5.24M
0.35%
Prisons
$5.24M
0.35%
7.
Salesforce Inc
Borders
$5M
0.33%
Borders :
$5M
0.33%
8.
Fairfax Financial Holdings Ltd
Prisons
$4.2M
0.28%
Prisons
$4.2M
0.28%
9.
Alphabet Inc Class A
Prisons
Borders
$4.11M
0.27%
Prisons
Borders :
$4.11M
0.27%
10.
CACI International Inc Class A
Borders
$3.19M
0.21%
Borders :
$3.19M
0.21%
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