This table lists the primary publicly-traded gender lens equity funds available to individual investors, including mutual funds, ETFs, SICAVs, one ETN, and one unit trust. Some provide several share classes and multiple exchange listings. The funds are divided into global and regional equity, then ranked by AUM, which totals $1.3 billion.
[Read more…] about Q3 2019 Gender Lens Funds Performance
Gender Lens Equity Funds: Key Stats
This table lists funds that are multi-cap or larger-cap, have relatively low investment minimums, and charge average fees. Most have launched since 2015, and they all utilize investment criteria centered on a WIL philosophy, typically combined with ESG screens. Many employ internal WIL tracking indexes. Solactive Equileap is the main provider of external WIL indexes, built from a universe of developed market stocks with market caps of over $2 billion. According to the latest Morningstar data on mutual funds and ETFs, less than 10% of all portfolio managers are women, a figure that has not budged in many years. In the gender lens sector, the available data shows that management teams are well ahead on this front, with over 60% female portfolio managers.
[Read more…] about Gender Lens Equity Funds: Key Stats