Q4 2024 Gender Lens Equity Fund Performance – 3 & 12-month

Posted on April 14, 2025byAngela 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 $4.5 billion as of December 31, 2024.

31-Dec-2024Performance December 31, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX729Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD0.2912.08Impax Asset Management LLC
MSCI World Index (Net)USD-0.1618.67
21-Feb-2019NISGBCU LX652Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD-3.6416.68Nordea Asset Management
MSCI All Country World Index (Net)USD-0.9917.49
19-Dec-2017GENDER:SW587UBS Global Gender Equality UCITS ETFETFUSD-5.128.69UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD-5.078.54
17-Sep-2021314Anima Investimento Gender Equality 2026FCPEUR1.306.72ANIMA Sgr SpA
01-Apr-2019MWLERAE:LX292Mirova Women Leaders and Diversity Equity Fundsub-SICAVEUR1.3319.40Natixis Investment Managers International
MSCI World Index (Net)EUR7.6126.60
09-Mar-2020DEDSDFN:CN197Desjardins Sustainable Diversity FundMutual FundCAD1.5016.30Desjardins Global Asset Management
MSCI All Country World Index (Gross)CAD5.5128.72
21-Sep-2020182Belfius Equities Wo=MenSICAVEUR3.5018.50Belfius Investment Partners S.A.
MSCI World Index (Net)EUR7.6126.60
13-Dec-202198SEB Global Equal Opportunity FundSICAVEUR3.7320.27SEB Investment Management AB
MSCI World Index (Net)EUR7.6126.60
18-Sep-2015RSGGIDE:LX93RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR5.5024.89Robeco
MSCI World Index (Net)EUR7.6126.60
10-May-202285Nia Impact Solutions FundMutual FundUSD-3.9210.89Nia Impact Capital
MSCI All Country World IMI Index (Net)USD-1.2416.37
23-Aug-202161BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
12-Oct-2017GEND:LN52Amundi Global Gender Equality UCITS ETFSICAVUSD-4.887.42Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD-5.727.26
17-Jan-202242DWS Invest ESG Women for WomenSICAVEUR6.2518.14DWS Management GmbH
MSCI All Country World Index (Net)EUR6.7125.33
24-Dec-202138Diversity and Inclusion FAM FundSICAVEUR1.9211.86Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR6.7125.33
01-Apr-2020CAREX35Domini Sustainable Solutions FundMutual FundUSD-4.9910.04Domini Impact Investments LLC
MSCI World Equal Weighted Index (Net)-4.558.26
01-Oct-201734Mackenzie Global Women's Leadership FundMutual FundCAD2.6016.70Mackenzie Investments
04-Dec-2017MWMN CN7Mackenzie Global Women's Leadership ETFETFCAD2.5016.90Mackenzie Investments
MSCI World Index (Net)CAD6.2929.43
26-Nov-2019FEMINII:FP21Valeurs Feminines GlobalMutual FundEUR-0.1115.35Flornoy Ferri
MSCI World Index (Net)EUR7.6126.60
18-Nov-2021MGDAIAE:LX22M&G (Lux) Diversity and Inclusion FundSICAVEUR2.3112.06M&G Investments
MSCI All Country World Index (Net)EUR6.7125.33
08-Apr-2022MOMESAU:LX7Calvert Sustainable Developed Markets Equity Select FundSICAVUSD-1.6213.88Morgan Stanley Investment Management
MSCI World Index (Net)USD-0.1618.67
08-Apr-2022MOEAIAU:LX7Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD0.0613.83Morgan Stanley Investment Management
MSCI World Index (Net)USD-0.1618.67
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD-6.017.93Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD-8.017.50
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD-3.688.57
Global Equity AUM:3559
Regional Equity
U.S.
07-Mar-2016SHE249SPDR MSCI USA Gender Diversity ETFETFUSD1.6123.32State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD1.5423.44
01-May-2019FWOMX150Fidelity Women's Leadership FundMutual FundUSD-1.0713.70Fidelity Investments
15-Jun-2021FDWM5Fidelity Women's Leadership ETFETFUSD-1.5012.90Fidelity Investments
06-Jun-201955Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD-1.5411.82Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD0.0911.27
Russell 3000 Total Return IndexUSD2.6323.81
24-Aug-2018WOMN63Impact Shares YWCA Women's Empowerment ETFETFUSD0.1717.07Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment Net Return IndexUSD0.2216.88
30-Jan-2023CDEI29Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD2.4218.74Morgan Stanley Investment Management
Russell 1000 Total Return Index2.7524.51
30-Jan-2023CVSE31Calvert US Select Equity ETFETFUSD-0.5715.78Morgan Stanley Investment Management
Russell 1000 Total Return Index2.7524.51
22-Dec-2015GWILX23Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD0.5115.78Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD2.7524.51
16-May-2023BKWO14BNY Mellon Women's Opportunites ETFETFUSD1.4220.68BNY Mellon Investment Management
S&P 500 Total Return IndexUSD2.4125.02
08-Apr-20227Calvert Sustainable US Equity Select FundSICAVUSD0.2517.80Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD2.7524.51
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD-2.438.54Hypatia Capital Management
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD-1.7210.07
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSDN/AN/A
29-Dec-2017HWCEOHypatia Women CEO IndexUSD-2.259.75
06-Mar-2020Pink Chip IndexUSD-2.909.37
03-Mar-1957S&P 500 Net Total Return IndexUSD2.3124.50
Europe
22-Apr-2015DE000A12BRD6137Ampega Diversity Plus Aktienfonds Mutual FundEUR-3.719.91Ampega Investment GmbH
08-Apr-2022MOEESAE:LX7Calvert Sustainable Developed Europe Equity Select FundSICAVEUR-3.429.17Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR-2.728.59
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK-0.4114.20Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK-3.1011.40
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD-9.571.85
21-Sep-2009FXBYSBWEFTSE All-Share Women on Boards Leadership IndexEURN/AN/A
North America
28-Apr-2016BMOWLFN:CN119BMO Women in Leadership Fund†Mutual FundCAD5.4023.80BMO Global Asset Management
29-May-2018WOMN:TSX5BMO Women in Leadership Fund ETF†ETFCAD5.3623.83BMO Global Asset Management
S&P 500 Net Total Return IndexCAD8.9135.80
Japan
14-May-20182518:JP64NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY5.9025.10Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY6.0025.54
26-Sep-20171652:JP3iFreeETF MSCI Japan Empowering Women Index WINETFJPY5.8025.00Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY5.9825.14
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY0.9214.91Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPYN/A18.10
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY5.5220.64
Republic of Korea
14-Nov-20185CD3243N/AKCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:965
Total AUM:4524
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.

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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