VY® CBRE Global Real Estate Portfolio

Shareclass
VY® CBRE Global Real Estate S2 (IRGSX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund VY® CBRE Global Real Estate Portfolio

FUND COVERAGE
# of holdings74
% of assets97%
Score
52 / 100
Rank

59.3 percentile

Group: Sector Equity

Rank: #353 out of 865

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

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. Stockland Corp Ltd
         % of fund invested: 1.83%
         $USD invested: $2.49M
  • 2. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.
         % of fund invested: 1.68%
         $USD invested: $2.28M
  • 3. Land Securities Group PLC
         % of fund invested: 0.91%
         $USD invested: $1.25M
  • 4. Swire Properties Ltd
         % of fund invested: 0.91%
         $USD invested: $1.24M
  • 5. CapitaLand Integrated Commercial Trust
         % of fund invested: 1.33%
         $USD invested: $1.82M
  • 6. Welltower Inc
         % of fund invested: 8.03%
         $USD invested: $10.94M
  • 7. Hilton Worldwide Holdings Inc
         % of fund invested: 0.91%
         $USD invested: $1.24M
  • 8. Charter Hall Group
         % of fund invested: 1.07%
         $USD invested: $1.46M
  • 9. TAG Immobilien AG
         % of fund invested: 0.53%
         $USD invested: $718,387
  • 10. UNITE Group PLC
         % of fund invested: 0.52%
         $USD invested: $706,396
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Daiwa Office Investment Corp
         % of fund invested: 0.77%
         $USD invested: $1.05M
  • 2. Japan Metropolitan Fund Investment Corp
         % of fund invested: 0.89%
         $USD invested: $1.22M
  • 3. American Healthcare REIT Inc Ordinary Shares
         % of fund invested: 0.7%
         $USD invested: $955,685
  • 4. Stag Industrial Inc
         % of fund invested: 1.62%
         $USD invested: $2.2M
  • 5. Activia Properties Inc
         % of fund invested: 0.2%
         $USD invested: $278,522
  • 6. Frontier Real Estate Investment Corp
         % of fund invested: 0.34%
         $USD invested: $465,002
  • 7. COPT Defense Properties
         % of fund invested: 0.66%
         $USD invested: $904,783
  • 8. Japan Hotel REIT Investment Corp
         % of fund invested: 0.66%
         $USD invested: $896,407
  • 9. CubeSmart
         % of fund invested: 1.71%
         $USD invested: $2.33M
  • 10. UDR Inc
         % of fund invested: 2.65%
         $USD invested: $3.61M

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 VY® CBRE Global Real Estate Portfolio

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

More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer