Exchange-traded fund
iShares MSCI Global Impact ETF
Ticker SDG
Fund manager
Gender equality score
47
/ 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: 697 out of 1,146 funds
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Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
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.
iShares MSCI Global Impact ETF [SDG]
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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. Johnson Matthey PLC3.3% of assets$13.59M invested
- 2. Novartis AG3.92% of assets$16.12M invested
- 3. Covivio SA0.15% of assets$623,315 invested
- 4. Essity AB Class B1.84% of assets$7.59M invested
- 5. City Developments Ltd0.19% of assets$801,707 invested
- 6. Amgen Inc2.52% of assets$10.39M invested
- 7. Vertex Pharmaceuticals Inc1.16% of assets$4.79M invested
- 8. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.0.48% of assets$1.98M invested
- 9. Swire Properties Ltd0.16% of assets$663,322 invested
- 10. Pearson PLC1.38% of assets$5.67M 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. CSPC Pharmaceutical Group Ltd0.19% of assets$799,674 invested
- 2. Enphase Energy Inc0.59% of assets$2.44M invested
- 3. Tingyi (Cayman Islands) Holding Corp0.48% of assets$1.98M invested
- 4. Xinyi Solar Holdings Ltd0.36% of assets$1.46M invested
- 5. China Conch Venture Holdings Ltd0.29% of assets$1.18M invested
- 6. NIO Inc ADR1.77% of assets$7.28M invested
- 7. Japan Metropolitan Fund Investment Corp0.17% of assets$690,895 invested
- 8. BYD Co Ltd Class A0.16% of assets$646,118 invested
- 9. China Mengniu Dairy Co Ltd1.25% of assets$5.16M invested
- 10. Central Japan Railway Co1.27% of assets$5.22M invested
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Financial performance
Performance data provided by
Find more financial data on SDG at Morningstar.com
Find more financial data on SDG at Morningstar.comGender Equality and Returns
Enlarge
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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