Q3 2024 Gender Lens Equity Fund Performance – 3 & 12-month

Posted on December 4, 2024byAngela Atherton

This table lists the primary publicly traded gender lens equity funds available to individual investors, including mutual fund, ETF, ETN, SICAV, sub-SICAV, trust and unit trust structures. Some provide several share classes and multiple exchange listings. The funds are divided into global and regional equity, then ranked by AUM, which totals $4.6 billion.

30-Sep-2024Performance September 30, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX764Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD6.5026.00Impax Asset Management LLC
MSCI World Index (Net)USD6.3632.43
19-Dec-2017GENDER:SW611UBS Global Gender Equality UCITS ETFETFUSD10.9029.72UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD10.8229.43
21-Feb-2019NISGBCU LX570Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD6.2135.28Nordea Asset Management
MSCI All Country World Index (Net)USD6.6131.76
17-Sep-2021378Anima Investimento Gender Equality 2026FCPEUR2.9512.61ANIMA Sgr SpA
01-Apr-2019MWLERAE:LX251Mirova Women Leaders and Diversity Equity Fundsub-SICAVEUR2.2829.01Natixis Investment Managers International
MSCI World Index (Net)EUR2.1425.63
09-Mar-2020DEDSDFN:CN206Desjardins Sustainable Diversity FundMutual FundCAD5.8323.08Desjardins Global Asset Management
MSCI All Country World Index (Gross)CAD5.3632.24
21-Sep-2020180Belfius Equities Wo=MenSICAVEUR-0.6021.30Belfius Investment Partners S.A.
MSCI World Index (Net)EUR2.1425.63
13-Dec-2021106SEB Global Equal Opportunity FundSICAVEUR1.8720.44SEB Investment Management AB
MSCI World Index (Net)EUR2.1425.63
18-Sep-2015RSGGIDE:LX94RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR2.2124.62Robeco
MSCI World Index (Net)EUR2.1425.63
10-May-202286Nia Impact Solutions FundMutual FundUSD9.4631.51Nia Impact Capital
MSCI All Country World IMI Index (Net)USD6.8530.95
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
12-Oct-2017GEND:LN58Amundi Global Gender Equality UCITS ETFSICAVUSD9.5327.21Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD9.5627.08
17-Jan-202242DWS Invest ESG Women for WomenSICAVEUR-0.3415.44DWS Management GmbH
MSCI All Country World Index (Net)EUR2.3824.99
24-Dec-202139Diversity and Inclusion FAM FundSICAVEUR2.9016.23Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR2.3824.99
01-Oct-201736Mackenzie Global Women's Leadership FundMutual FundCAD4.1025.20Mackenzie Investments
04-Dec-2017MWMN CN7Mackenzie Global Women's Leadership ETFETFCAD4.1025.40Mackenzie Investments
MSCI World Index (Net)CAD4.6030.40
26-Nov-2019FEMINII:FP22Valeurs Feminines GlobalMutual FundEUR2.5622.11Flornoy Ferri
MSCI World Index (Net)EUR2.1425.63
18-Nov-2021MGDAIAE:LX22M&G (Lux) Diversity and Inclusion FundSICAVEUR3.0315.09M&G Investments
MSCI All Country World Index (Net)EUR2.3824.99
08-Apr-2022MOMESAU:LX7Calvert Sustainable Developed Markets Equity Select FundSICAVUSD5.2529.68Morgan Stanley Investment Management
MSCI World Index (Net)USD6.3632.43
08-Apr-2022MOEAIAU:LX7Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD4.7827.31Morgan Stanley Investment Management
MSCI World Index (Net)USD6.3632.43
31-May-2022MOMESAD:LX6Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD10.7122.31Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD8.7226.05
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD8.2026.68
Global Equity AUM:3555
Regional Equity
U.S.
07-Mar-2016SHE255SPDR MSCI USA Gender Diversity ETFETFUSD5.4436.26State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD5.4936.56
01-May-2019FWOMX160Fidelity Women's Leadership FundMutual FundUSD5.3630.68Fidelity Investments
15-Jun-2021FDWM4Fidelity Women's Leadership ETFETFUSD5.3230.34Fidelity Investments
06-Jun-201956Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD4.8728.57Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD6.0526.21
Russell 3000 Total Return IndexUSD6.2335.19
24-Aug-2018WOMN62Impact Shares YWCA Women's Empowerment ETFETFUSD7.6530.92Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment Net Return IndexUSD7.3630.74
30-Jan-2023CDEI32Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD4.6531.65Morgan Stanley Investment Management
Russell 1000 Total Return Index6.0835.68
30-Jan-2023CVSE29Calvert US Select Equity ETFETFUSD6.8235.53Morgan Stanley Investment Management
Russell 1000 Total Return Index6.0835.68
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD7.6326.73Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD6.0835.68
16-May-2023BKWO14BNY Mellon Women's Opportunites ETFETFUSD3.6934.31BNY Mellon Investment Management
S&P 500 Total Return IndexUSD5.8936.35
21-Oct-2021EQUL7NYLI Engender Equality ETFETFUSD9.5829.60New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD9.7330.33
Russell 1000 Total Return IndexUSD6.0835.68
08-Apr-20227Calvert Sustainable US Equity Select FundSICAVUSD5.1231.85Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD6.0835.68
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD10.1426.19Hypatia Capital Management
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD9.5426.37
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSD4.9035.50
29-Dec-2017HWCEOHypatia Women CEO IndexUSD10.5027.75
03-Mar-1957S&P 500 Net Total Return IndexUSD5.7835.76
Europe
22-Apr-2015DE000A12BRD6169Ampega Diversity Plus Aktienfonds Mutual FundEUR5.0422.11Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR7.4321.37
08-Apr-2022MOEESAE:LX8Calvert Sustainable Developed Europe Equity Select FundSICAVEUR2.5721.02Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR2.3518.80
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK5.8718.29Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK6.7118.00
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD9.4912.62
21-Sep-2009FXBYSBWEFTSE All-Share Women on Boards Leadership IndexEUR9.4027.60
North America
28-Apr-2016BMOWLFN:CN119BMO Women in Leadership Fund†Mutual FundCAD6.6328.92BMO Global Asset Management
29-May-2018WOMN:TSX5BMO Women in Leadership Fund ETF†ETFCAD6.6328.96BMO Global Asset Management
S&P 500 Net Total Return IndexCAD4.4335.65
Japan
14-May-20182518:JP68NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY-4.6023.40Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY-4.5423.76
26-Sep-20171652:JP4iFreeETF MSCI Japan Empowering Women Index WINETFJPY-4.7020.80Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY-4.7320.88
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY2.0911.69Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPYN/A13.40
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY-4.7316.59
Republic of Korea
14-Nov-20185CD324313KCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:1038
Total AUM:4593
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
*Since reorganization of 6/4/2014
†BMO Women in Leadership Fund ETF is a series under the BMO Women in Leadership Fund (mutual funds).
Sources: Fund fact sheets, FT.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Sep-2024Performance as of September 30, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
19-Dec-2017GENDER:SW611UBS Global Gender Equality UCITS ETFETFUSD10.9029.72UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD10.8229.43
21-Feb-2019NISGBCU LX570Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD6.2135.28Nordea Asset Management
MSCI All Country World Index (Net)USD6.6131.76
17-Sep-2021378Anima Investimento Gender Equality 2026FCPEUR2.9512.61ANIMA Sgr SpA
01-Apr-2019MWLERAE:LX251Mirova Women and Diversity Leaders Equity Fundsub-SICAVEUR2.2829.01Natixis Investment Managers International
MSCI World Index (Net)EUR2.1425.63
21-Sep-2020180Belfius Equities Wo=MenSICAVEUR-0.6021.30Belfius Investment Partners S.A.
MSCI World Index (Net)EUR2.1425.63
13-Dec-2021106SEB Global Equal Opportunity FundSICAVEUR1.8720.44SEB Investment Management AB
MSCI World Index (Net)EUR2.1425.63
18-Sep-2015RSGGIDE:LX94RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR2.2124.62Robeco
MSCI World Index (Net)EUR2.1425.63
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
10-Dec-2017GEND:LN58Amundi Global Gender Equality UCITS ETFSICAVUSD9.5327.21Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD9.5627.08
17-Jan-202242DWS Invest ESG Women for WomenSICAVEUR-0.3415.44DWS Management GmbH
MSCI All Country World Index (Net)EUR2.3824.99
24-Dec-202139Diversity and Inclusion FAM FundSICAVEUR2.9016.23Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR2.3824.99
26-Nov-2019FEMINII:FP22Valeurs Feminines GlobalMutual FundEUR2.5622.11Flornoy Ferri
MSCI World Index (Net)EUR2.1425.63
18-Nov-2021MGDAIAE:LX22M&G (Lux) Diversity and Inclusion FundSICAVEUR3.0315.09M&G Investments
MSCI All Country World Index (Net)EUR2.3824.99
08-Apr-2022MOMESAU:LX7Calvert Sustainable Developed Markets Equity Select FundSICAVUSD5.2529.68Morgan Stanley Investment Management
MSCI World Index (Net)USD6.3632.43
08-Apr-2022MOEAIAU:LX7Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD4.7827.31Morgan Stanley Investment Management
MSCI World Index (Net)USD6.3632.43
31-May-2022MOMESAD:LX6Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD10.7122.31Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD8.7226.05
Global Equity AUM:2456
Regional Equity
U.S.
08-Apr-20228Calvert Sustainable US Equity Select FundSICAVUSD5.1231.85Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD6.0835.68
Europe
22-Apr-2015DE000A12BRD6169Ampega Diversity Plus Aktienfonds Mutual FundEUR5.0422.11Ampega Investment GmbH
EQUALENEuroSTOXX 600EUR2.6319.22
08-Apr-2022MOEESAE:LX8Calvert Sustainable Developed Europe Equity Select FundSICAVEUR2.5721.02Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR2.3518.80
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK5.8718.29Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK6.7118.00
Regional Equity AUM:177
Total AUM:2633
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
Sources: Fund fact sheets, FT.com, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Sep-2024Performance as of September 30, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX764Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD6.5026.00Impax Asset Management LLC
MSCI World Index (Net)USD6.3632.43
10-May-202286Nia Impact Solutions FundMutual FundUSD9.4631.51Nia Impact Capital
MSCI All Country World IMI Index (Net)USD6.8530.95
Global Equity AUM:850
Regional Equity
U.S.
07-Mar-2016SHE255SPDR MSCI USA Gender Diversity ETFETFUSD5.4436.26State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD5.4936.56
01-May-2019FWOMX160Fidelity Women's Leadership FundMutual FundUSD5.3630.68Fidelity Investments
15-Jun-2021FDWM4Fidelity Women's Leadership ETFETFUSD5.3230.34Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD4.8728.57
Russell 3000 Total Return IndexUSD6.0526.21
24-Aug-2018WOMN62Impact Shares YWCA Women's Empowerment ETFETFUSD7.6530.92Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment NTR IndexUSD7.3630.74
30-Jan-2023CDEI32Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD4.6531.65Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD6.0835.68
Calvert US Large-Cap Diversity Research IndexUSD4.7031.89
30-Jan-2023CVSE29Calvert US Select Equity ETFETFUSD6.8235.53Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD6.0835.68
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD7.6326.73Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD6.0835.68
16-May-2023BKWO14BNY Mellon Women's Opportunities ETFETFUSD3.6934.31BNY Mellon Investment Management
S&P 500 Total Return IndexUSD5.8936.35
21-Oct-2021EQUL7NYLI Engender Equality ETFETFUSD9.5829.60New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD9.7330.33
Russell 1000 Total Return IndexUSD6.0835.68
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD10.1426.19Hypatia Capital Management
Regional Equity AUM:596
Total AUM:1446
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
*Since reorganization of 6/4/2014
Sources: Fund fact sheets, FT.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Sep-2024Performance as of September 30, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
09-Mar-2020DEDSDFN:CN206Desjardins Sustainable Diversity FundMutual FundCAD5.8323.08Desjardins Global Asset Management
MSCI All Country World Index (Gross)CAD5.3632.24
01-Oct-201736Mackenzie Global Women's Leadership FundMutual FundCAD4.1025.20Mackenzie Investments
04-Dec-2017MWMN CN7Mackenzie Global Women's Leadership ETFETFCAD4.1025.40Mackenzie Investments
MSCI World Index (Net)CAD4.6030.40
Global Equity AUM:250
Regional Equity
U.S.
06-Jun-201956Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD5.3630.68Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD5.3230.34
Russell 3000 Total Return IndexUSD6.0526.21
North America
28-Apr-2016BMOWLFN:CN119BMO Women in Leadership Fund†Mutual FundCAD6.6328.92BMO Global Asset Management
29-May-2018WOMN:TSX5BMO Women in Leadership Fund ETF†ETFCAD6.6328.96BMO Global Asset Management
S&P 500 Net Total Return IndexCAD4.4335.65
Regional Equity AUM:181
Total AUM:430
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
†BMO Women in Leadership Fund ETF is a series under the BMO Women in Leadership Fund (mutual funds).
Sources: Fund fact sheets, FT.com, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Sep-2024Performance as of September 30, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
11-Nov-2021N/ASBI Gender-Free Index FundETFUSD9.5327.21SBI Asset Management
SOLGGENRSolactive Equileap Global Gender Equality IndexUSD9.5627.08
Global Equity AUM:N/A
Regional Equity
Japan
14-May-20182518:JP68NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY-4.6023.40Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY-4.5423.76
26-Sep-20171652:JP4iFreeETF MSCI Japan Empowering Women Index WINETFJPY-4.7020.80Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY-4.7320.88
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY2.0911.69Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPYN/A13.40
Republic of Korea
14-Nov-20185CD324313KCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:84
Total AUM:84
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
Sources: Fund fact sheets, FT.com, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.

The above publicly available content is for informational purposes only and does not constitute investment advice.

See Gender Lens Equity Fund Key Stats

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