Ninety One Global Environment Fund
Shareclass
Ninety One Global Environment I (ZGEIX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 139 out of 873 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
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.
Ninety One Global Environment Fund ZGEIX
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. Iberdrola SA7.17% of assets$2.13M invested
- 2. Schneider Electric SE3.85% of assets$1.14M invested
- 3. Croda International PLC1.55% of assets$459,910 invested
- 4. Autodesk Inc5.07% of assets$1.51M invested
- 5. Orsted A/S4.91% of assets$1.46M invested
- 6. TE Connectivity Ltd4.7% of assets$1.39M invested
- 7. Trane Technologies PLC Class A1.44% of assets$426,093 invested
- 8. Rockwell Automation Inc3.84% of assets$1.14M invested
- 9. Waste Management Inc6.98% of assets$2.07M invested
- 10. Ansys Inc5.94% of assets$1.76M 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. Xinyi Solar Holdings Ltd3.33% of assets$986,918 invested
- 2. NextEra Energy Inc5.93% of assets$1.76M invested
- 3. Aptiv PLC4.38% of assets$1.3M invested
- 4. Carlisle Companies Inc3.69% of assets$1.1M invested
- 5. Novonesis AS Class B4.59% of assets$1.36M invested
- 6. Vestas Wind Systems A/S5.59% of assets$1.66M invested
- 7. Infineon Technologies AG4.37% of assets$1.3M invested
- 8. Ansys Inc5.94% of assets$1.76M invested
- 9. Waste Management Inc6.98% of assets$2.07M invested
- 10. Rockwell Automation Inc3.84% of assets$1.14M invested
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Financial performance
Performance data provided by
Find more financial data on ZGEIX at Morningstar.com
Find more financial data on ZGEIX 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.
Benchmarking tool
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