Trillium ESG Global Equity Fund - Trillium Asset Management
Shareclass
Trillium ESG Global Equity Fund Investor Shares (PORTX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 264 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
11/30
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.
Trillium ESG Global Equity Fund - Trillium Asset Management PORTX
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. Allianz SE1.4% of assets$10.64M invested
- 2. AstraZeneca PLC1.47% of assets$11.15M invested
- 3. Novo Nordisk A/S0.74% of assets$5.58M invested
- 4. L'Oreal SA1.24% of assets$9.41M invested
- 5. Haleon PLC1.03% of assets$7.8M invested
- 6. Aviva PLC0.46% of assets$3.5M invested
- 7. Marriott International Inc/MD0.97% of assets$7.33M invested
- 8. Bank of America Corp1.02% of assets$7.72M invested
- 9. Schneider Electric SE0.75% of assets$5.7M invested
- 10. DNB Bank ASA0.89% of assets$6.77M 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 Ltd1.59% of assets$12.08M invested
- 2. Sumitomo Mitsui Trust Group Inc0.62% of assets$4.71M invested
- 3. Toyota Motor Corp0.51% of assets$3.85M invested
- 4. Cadence Design Systems Inc1.12% of assets$8.49M invested
- 5. Quanta Services Inc0.57% of assets$4.31M invested
- 6. MercadoLibre Inc1.25% of assets$9.47M invested
- 7. Applied Materials Inc1.01% of assets$7.69M invested
- 8. Daiwa House Industry Co Ltd0.52% of assets$3.93M invested
- 9. United Rentals Inc0.79% of assets$5.98M invested
- 10. Costco Wholesale Corp0.39% of assets$2.99M invested
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