Copeland International Small Cap Fund
Shareclass
Copeland International Small Cap A (CISAX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 1,004 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10

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.
Copeland International Small Cap Fund CISAX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Borregaard ASA1.3% of assets$7,259 invested
- 2. Euronext NV2.1% of assets$11,747 invested
- 3. Halma PLC1.58% of assets$8,865 invested
- 4. Spirax Group PLC0.96% of assets$5,356 invested
- 5. Charter Hall Group0.76% of assets$4,239 invested
- 6. Arcadis NV0.74% of assets$4,167 invested
- 7. Wihlborgs Fastigheter AB1.35% of assets$7,531 invested
- 8. RS Group PLC0.77% of assets$4,332 invested
- 9. Santen Pharmaceutical Co Ltd1.06% of assets$5,931 invested
- 10. PrairieSky Royalty Ltd1.4% of assets$7,834 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub1.52% of assets$8,533 invested
- 2. Kotobuki Spirits Co Ltd2.26% of assets$12,647 invested
- 3. FirstService Corp Ordinary Shares1.32% of assets$7,406 invested
- 4. Osisko Gold Royalties Ltd1.25% of assets$6,993 invested
- 5. Tourmaline Oil Corp1.18% of assets$6,599 invested
- 6. Maruwa Co Ltd2.02% of assets$11,294 invested
- 7. Nippon Gas Co Ltd1.18% of assets$6,615 invested
- 8. Stella-Jones Inc1.15% of assets$6,456 invested
- 9. Internet Initiative Japan Inc1.6% of assets$8,948 invested
- 10. Toromont Industries Ltd0.93% of assets$5,206 invested
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Financial performance
Performance data provided by
Find more financial data on CISAX at Morningstar.com

Gender Equality and Returns

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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