Vontobel Global Equity Fund
Shareclass
Vontobel Global Equity A (VNGAX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Vontobel Global Equity Fund
FUND COVERAGE
# of holdings40
% of assets87%
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
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
Top 10 holdings by Gender Equality score
- 1. Novo Nordisk AS Class B0.53%$124,028
- 2. Boston Scientific Corp1.68%$390,543
- 3. L'Oreal SA1.25%$289,991
- 4. Schneider Electric SE1.94%$451,637
- 5. Wolters Kluwer NV1.51%$350,306
- 6. Mastercard Inc Class A2.13%$494,507
- 7. Bureau Veritas SA1.99%$463,453
- 8. Experian PLC3.34%$776,800
- 9. London Stock Exchange Group PLC2.44%$568,158
- 10. PepsiCo Inc0.19%$44,630
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc2.9%$674,682
- 2. OBIC Co Ltd1.31%$303,919
- 3. RB Global Inc2.49%$578,098
- 4. Vulcan Materials Co0.98%$228,478
- 5. Synopsys Inc1.51%$350,160
- 6. Flutter Entertainment PLC1.6%$372,275
- 7. Booking Holdings Inc2.54%$590,502
- 8. Universal Music Group NV1.94%$450,754
- 9. Epiroc AB Ordinary Shares - Class A1.1%$255,466
- 10. Hoya Corp1.64%$381,209
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 Vontobel Global Equity Fund
Totals
Holdings
Assets
Weight
Prisons
3
$3.31M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$4.32M
19%
Borders high risk
0
$0
0%
Total
5
$4.32M
19%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$1.66M
7.12%
2.
Amazon.com Inc
:$847,723
3.65%
3.
Alphabet Inc Class C
:$808,189
3.48%
4.
RELX PLC
:$800,727
3.45%
5.
Thermo Fisher Scientific Inc
:$208,406
0.9%
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.
Vontobel Global Equity Fund VNGAX
Environment
Social
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