Macquarie Climate Solutions Fund
Shareclass
Macquarie Climate Solutions R (IYEFX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 591 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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.
Macquarie Climate Solutions Fund IYEFX
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. Schneider Electric SE4.16% of assets$4.34M invested
- 2. Cummins Inc4.49% of assets$4.67M invested
- 3. SSE PLC2.75% of assets$2.86M invested
- 4. Anglo American PLC4.15% of assets$4.32M invested
- 5. Alcoa Corp3.6% of assets$3.75M invested
- 6. Neste OYJ1.87% of assets$1.94M invested
- 7. Terna SpA3.35% of assets$3.49M invested
- 8. Holcim Ltd4.26% of assets$4.43M invested
- 9. First Solar Inc2.71% of assets$2.82M invested
- 10. Sunrun Inc1.65% of assets$1.72M 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. Steel Dynamics Inc1.59% of assets$1.66M invested
- 2. Kingspan Group PLC4.23% of assets$4.4M invested
- 3. Enphase Energy Inc0.94% of assets$978,279 invested
- 4. West Fraser Timber Co.Ltd1.43% of assets$1.49M invested
- 5. NextEra Energy Inc3.03% of assets$3.16M invested
- 6. Valero Energy Corp3.39% of assets$3.53M invested
- 7. Nutrien Ltd3.86% of assets$4.02M invested
- 8. CF Industries Holdings Inc3.78% of assets$3.93M invested
- 9. Waste Management Inc5.01% of assets$5.22M invested
- 10. The AES Corp2.31% of assets$2.4M invested
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Financial performance
Performance data provided by
Find more financial data on IYEFX at Morningstar.com
Find more financial data on IYEFX 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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See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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