Virtus SGA International Growth Fund

Shareclass
Virtus SGA International Growth A (SCIIX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Virtus SGA International Growth Fund

FUND COVERAGE
# of holdings26
% of assets79%
Score
54 / 100
Rank

33.6 percentile

Group: International Equity

Rank: #728 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

10 / 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. L'Oreal SA
         % of fund invested: 2.73%
         $USD invested: $8.65M
  • 2. Haleon PLC
         % of fund invested: 2.68%
         $USD invested: $8.51M
  • 3. Unilever PLC ADR
         % of fund invested: 2.75%
         $USD invested: $8.71M
  • 4. Experian PLC
         % of fund invested: 3.02%
         $USD invested: $9.57M
  • 5. Sage Group (The) PLC
         % of fund invested: 3.82%
         $USD invested: $12.12M
  • 6. SAP SE ADR
         % of fund invested: 4.02%
         $USD invested: $12.74M
  • 7. Recruit Holdings Co Ltd
         % of fund invested: 1.86%
         $USD invested: $5.9M
  • 8. Dassault Systemes SE
         % of fund invested: 3.16%
         $USD invested: $10M
  • 9. Adyen NV
         % of fund invested: 3.48%
         $USD invested: $11.01M
  • 10. Heineken NV
         % of fund invested: 1.99%
         $USD invested: $6.32M
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: 2.62%
         $USD invested: $8.31M
  • 2. Waste Connections Inc
         % of fund invested: 2.89%
         $USD invested: $9.18M
  • 3. Canadian Pacific Kansas City Ltd
         % of fund invested: 3.89%
         $USD invested: $12.34M
  • 4. MercadoLibre Inc
         % of fund invested: 2.43%
         $USD invested: $7.7M
  • 5. Steris PLC
         % of fund invested: 5.1%
         $USD invested: $16.18M
  • 6. Universal Music Group NV
         % of fund invested: 4.78%
         $USD invested: $15.15M
  • 7. Fast Retailing Co Ltd
         % of fund invested: 3.62%
         $USD invested: $11.46M
  • 8. ARM Holdings PLC ADR
         % of fund invested: 2.13%
         $USD invested: $6.74M
  • 9. Linde PLC
         % of fund invested: 2.59%
         $USD invested: $8.22M
  • 10. AIA Group Ltd
         % of fund invested: 3.24%
         $USD invested: $10.27M

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 Virtus SGA International Growth Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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