LYRICAL INTERNATIONAL VALUE EQUITY FUND - Ultimus Managers Trust
Shareclass
LYRICAL INTERNATIONAL VALUE EQUITY FUND Investor Class (LYRNX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 723 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
LYRICAL INTERNATIONAL VALUE EQUITY FUND - Ultimus Managers Trust LYRNX
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. Bollore SE3.72% of assets$369,600 invested
- 2. Euronext NV3.77% of assets$374,207 invested
- 3. Ayvens SA4.3% of assets$427,450 invested
- 4. Teleperformance SE1.97% of assets$195,459 invested
- 5. Brenntag SE3.51% of assets$348,088 invested
- 6. Vistry Group PLC1.2% of assets$119,359 invested
- 7. Rexel SA4.87% of assets$484,052 invested
- 8. AerCap Holdings NV4.88% of assets$484,812 invested
- 9. Johnson Controls International plc4.71% of assets$468,147 invested
- 10. Ashtead Group PLC3.53% of assets$350,870 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. Samsung Electronics Co Ltd5.29% of assets$525,645 invested
- 2. Kraftia Corp1.52% of assets$150,640 invested
- 3. CK Hutchison Holdings Ltd4.28% of assets$424,827 invested
- 4. Air Water Inc1.39% of assets$138,176 invested
- 5. Nintendo Co Ltd3.79% of assets$376,182 invested
- 6. Sony Group Corp4.3% of assets$427,377 invested
- 7. Evolution AB3.08% of assets$306,113 invested
- 8. Open Text Corp3.56% of assets$353,441 invested
- 9. D'ieteren Group3.17% of assets$314,552 invested
- 10. Babcock International Group PLC3.58% of assets$355,273 invested
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