USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS
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USGI GLOBAL LUXURY GOODS FUND Global Luxury Goods Fund (USLUX)
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
All funds
Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
2/10
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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.
USGI GLOBAL LUXURY GOODS FUND - US GLOBAL INVESTORS FUNDS USLUX
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. L'Oreal SA1.73% of assets$856,168 invested
- 2. Marriott International Inc/MD1.92% of assets$948,503 invested
- 3. Kering SA1.24% of assets$612,464 invested
- 4. Burberry Group PLC1.18% of assets$585,284 invested
- 5. Pernod Ricard SA0.72% of assets$353,962 invested
- 6. UBS Group AG2.2% of assets$1.09M invested
- 7. Hermes International SCA6.74% of assets$3.33M invested
- 8. Hilton Worldwide Holdings Inc2.62% of assets$1.29M invested
- 9. Cie Financiere Richemont SA4.78% of assets$2.36M invested
- 10. Mercedes-Benz Group AG3.59% of assets$1.77M 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. RealReal Inc/The0.59% of assets$290,560 invested
- 2. Viking Holdings Ltd1.83% of assets$906,375 invested
- 3. Life Time Group Holdings Inc2.24% of assets$1.11M invested
- 4. Franco-Nevada Corp0.77% of assets$380,457 invested
- 5. Bayerische Motoren Werke AG2.15% of assets$1.06M invested
- 6. MGM Resorts International0.19% of assets$92,525 invested
- 7. Royal Gold Inc0.65% of assets$319,384 invested
- 8. OR Royalties Inc0.85% of assets$418,220 invested
- 9. Las Vegas Sands Corp1.33% of assets$657,336 invested
- 10. Melco Resorts & Entertainment Ltd0.14% of assets$68,160 invested
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