Q4 2019 Gender Lens Funds Performance

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 $1.47 billion. 

December 31, 2019Performance as of December 31, 2019 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund1-mo3-moYTD1-yr3-yrs5-yrs10-yrsSince Inception
Global Equity
4/19/2006 PXWIX464.58Pax Ellevate Global Women's Leadership FundMutual FundUSD2.986.5926.7726.7713.629.118.928.37
MSCI World Index (Net)3.008.5627.6727.6712.578.749.477.88
Impax Global Women's Leadership (Net) Index2.617.0426.6226.6213.409.608.82
12/19/2017GENDER:SW213.85UBS Global Gender Equality UCITS ETFETFUSD3.747.7625.6225.62
Solactive Equileap Global Gender Equality 100 Leadership IndexUSD2.445.7425.2425.24
9/18/2015JBRGEBA:LX171.44RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR0.943.8328.5828.5811.8212.12
MSCI World Total Return Index (Net)EUR1.175.4330.0230.0210.2611.47
2/28/2017AXMPFDG:LX118.20AXA World Funds Framlington Women Empowerment Fund SICAVUSD2.888.1222.9522.95
MSCI All Country World Total Return Index (Net)USD3.528.9526.6026.60
12/10/2017GEND LN16.03Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD3.427.4426.2526.251.75
Solactive Equileap Global Gender Equality Total Return IndexUSD3.437.4726.3326.331.70
12/4/2017MWMN CN12.90Mackenzie Global Leadership Impact ETFETFCAD0.504.0017.8017.808.90
MSCI World Index CADCAD0.596.4421.9121.91
Global Equity AUM:997.00
Regional Equity
U.S.
3/7/2016SHE141.90SPDR SSGA Gender Diversity Index ETFETFUSD1.445.8523.7723.7712.6712.75
SSGA Gender Diversity IndexUSD1.435.9123.9823.9812.8312.94
12/22/2015GWILX23.10Glenmede Women in LeadershipMutal Fundn/a9.2826.8826.8812.6212.82
Russell 1000 Index9.0431.4331.4315.0514.29
8/24/2018WOMN6.97Impact Shares YWCA Women's Empowerment ETFETFUSD3.3910.4031.8017.74
Morningstar Equileap Women's Empowerment Indexn/a
7/9/2014WIL4.81Barclays Women in Leadership ETN** ETNUSD2.115.0024.7924.798.087.46
7/7/2014Barclays Women in Leadership Total Return USD IndexUSD2.155.1225.3525.358.567.95
Canada
3/5/2018RLDR126.11RBC Vision Women's Leadership MSCI Canada Index ETFETFCAD0.102.8019.1019.107.50
MSCI Canada IMI Women's Leadership Select IndexCAD0.703.3022.622.608.40
U.K.
5/10/2018LGGIRL:LN73.48Legal & General Future World Gender in Leadership UK Index Fund***Unit TrustGBP2.173.0518.6818.687.02
Solactive L&G Gender in Leadership UK IndexGBP2.993.2619.5819.587.51
Japan
5/14/2018JP:251836.64NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY1.918.6520.2720.27
MSCI Japan Empowering Women IndexJPY1.708.7017.2017.20
9/26/2017JP:165211.02Daiwa ETF MSCI Japan Empowering Women Index WIN***ETFJPY1.908.8019.8019.80
MSCI Japan Empowering Women IndexJPY1.708.7017.2017.20
9/13/2018DJWIX1.03BNY Mellon Japan Womenomics FundMutual FundUSD3.3610.5919.5719.57
1/1/1970MSCI ACWI ex-USA Index (Net) USDUSD4.338.9221.5121.51
North America
4/28/2016BMOWLFN:CN43.76BMO Women in Leadership FundMutual FundCAD-0.602.9020.7020.706.7010.30
5/4/2018WOMN:CNBMO Women in Leadership Fund ETFETF
S&P 500 Total Return Index CADCAD2.928.9329.8729.8714.06
9/20/2017HERS:CN3.74Evolve North American Gender Diversity Index ETFETFCAD2.476.8824.2324.239.63
Solactive Equileap NA Gender Equality CAD Hedged IndexCAD2.316.6722.7022.7010.72
Europe
10/14/2005Valeurs Feminines (acquired, data unavailable)Mutual FundEUR
Eurostoxx 50 IndexEUR
3/8/2019AVA Gender Equality Tracker (data unavailable) ETF
Solactive Equileap Europe Gender Equality NTR Index
Regional Equity AUM:472.56
Total AUM:1469.57
* Since reorganization of 6/4/2014; **closing indicative note value return
Sources: Fund fact sheets, Bloomberg, Financial Times

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