Nomura Asset Strategy Fund - Ivy Funds
Shareclass
Nomura Asset Strategy Fund Class C (WASCX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
54
/ 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
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Nomura Asset Strategy Fund - Ivy Funds WASCX
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. Orkla ASA0.95% of assets$16.98M invested
- 2. BAE Systems PLC0.97% of assets$17.45M invested
- 3. Mastercard Inc1.38% of assets$24.71M invested
- 4. Hilton Worldwide Holdings Inc1.01% of assets$18.17M invested
- 5. SAP SE0.97% of assets$17.39M invested
- 6. Microsoft Corp3.22% of assets$57.86M invested
- 7. Banco Bilbao Vizcaya Argentaria SA1.54% of assets$27.63M invested
- 8. Airbus SE1.22% of assets$21.94M invested
- 9. Siemens AG0.87% of assets$15.54M invested
- 10. AbbVie Inc0.83% of assets$14.97M 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. Taiwan Semiconductor Manufacturing Co Ltd2.77% of assets$49.82M invested
- 2. Bharti Airtel Ltd0.9% of assets$16.16M invested
- 3. NTPC Ltd0.87% of assets$15.57M invested
- 4. XP Inc0.59% of assets$10.51M invested
- 5. Canadian Natural Resources Ltd0.49% of assets$8.88M invested
- 6. Blue Owl Capital Inc0.64% of assets$11.44M invested
- 7. Ascendis Pharma A/S0.82% of assets$14.68M invested
- 8. SMC Corp0.67% of assets$12.11M invested
- 9. Broadcom Inc1.07% of assets$19.17M invested
- 10. Howmet Aerospace Inc1.22% of assets$21.98M invested
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