Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS
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Guinness Atkinson Global Energy Fund (GAGEX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Guinness Atkinson Global Energy Fund - GUINNESS ATKINSON FUNDS GAGEX
Environment
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. BP PLC4.93% of assets$505,746 invested
- 2. Shell PLC5% of assets$512,720 invested
- 3. Equinor ASA3.12% of assets$320,627 invested
- 4. Enbridge Inc2.92% of assets$299,511 invested
- 5. TotalEnergies SE4.8% of assets$492,994 invested
- 6. Repsol SA3.58% of assets$366,889 invested
- 7. Chevron Corp4.89% of assets$501,276 invested
- 8. Schlumberger NV3.01% of assets$309,304 invested
- 9. Eni SpA3.34% of assets$342,948 invested
- 10. Exxon Mobil Corp5.35% of assets$548,509 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. PetroChina Co Ltd2.89% of assets$296,641 invested
- 2. China Petroleum & Chemical Corp1.59% of assets$163,058 invested
- 3. Helix Energy Solutions Group Inc0.6% of assets$61,207 invested
- 4. EnQuest PLC0.04% of assets$4,019 invested
- 5. Canadian Natural Resources Ltd3.81% of assets$390,981 invested
- 6. Imperial Oil Ltd3.38% of assets$346,587 invested
- 7. Devon Energy Corp3.36% of assets$345,017 invested
- 8. Diamondback Energy Inc3.59% of assets$368,458 invested
- 9. Valero Energy Corp4.59% of assets$470,788 invested
- 10. Halliburton Co3.05% of assets$312,866 invested
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