Q2 2023 Gender Lens Equity Fund Performance – 3 & 12-month

Posted on September 27, 2023byAngela 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 $4.3 billion.

30-Jun-2023Performance as of June 30, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX817Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD3.6513.35Impax Asset Management LLC
Impax Global Women's Leadership (Net) IndexUSD7.4919.52
MSCI World Index (Net)USD6.8318.51
19-Dec-2017GENDER:SW808UBS Global Gender Equality UCITS ETFETFUSD2.7713.86UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD2.6313.55
17-Sep-2021351Anima Investimento Gender Equality 2026FCPEUR1.42.83ANIMA Sgr SpA
MSCI World Index (Net)EUR6.3813.56
21-Feb-2019NISGBCU LX269Nordea Global Gender Diversity Fund (Nordea SICAV 1)sub-SICAVUSD5.918.95Nordea Asset Management
MSCI All Country World Index (Net)USD6.1816.53
01-Apr-2019MWLERAE:LX251Mirova Women Leaders Equity Fundsub-SICAVEUR5.6212.48Natixis Investment Managers International
MSCI World Index (Net)EUR6.3813.56
09-Mar-2020DEDSDFN:CN177Desjardins SocieTerra Diversity FundMutual FundCAD1.1419.5Desjardins Global Asset Management
MSCI All Country World Index (Net)CAD3.9820.16
21-Sep-2020143Belfius Equities Wo=MenSICAVEUR5.6112.03Belfius Investment Partners S.A.
MSCI World Index (Net)EUR6.3813.56
18-Sep-2015RSGGIDE:LX114RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR4.195.24Robeco
MSCI World Index (Net)EUR6.3813.56
13-Dec-202189SEB Global Equal Opportunity FundSICAVEUR1.537.79SEB Investment Management AB
MSCI World Index (Net)EUR6.3813.56
10-Dec-2017GEND:LN65Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD1.7012.36Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD1.5212.32
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEUR0.902.61BNP Asset Management
MSCI World Index (Net)EUR6.3813.56
24-Dec-202161Diversity and Inclusion FAM FundSICAVEUR3.8415.48Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR5.7311.66
17-Jan-202256DWS Invest ESG Women for WomenSICAVEUR3.2110.25DWS Management GmbH
MSCI All Country World Index (Net)EUR5.7311.66
10-May-202253Nia Impact Solutions FundMutual FundUSD0.386.92Nia Impact Capital
MSCI All Country World Index (Net)USD6.1816.53
01-Oct-201730Mackenzie Global Women's Leadership FundMutual FundCAD1.4016.20Mackenzie Investments
04-Dec-2017MWMN CN20Mackenzie Global Women's Leadership ETFETFCAD1.8017.10Mackenzie Investments
MSCI World Index (Net)CAD4.6021.90
26-Nov-2019FEMINII:FP17Valeurs Feminines GlobalMutual FundEUR1.082.59Flornoy Ferri
MSCI World Index (Net)EUR6.3813.56
18-Nov-2021MGDAIAE:LX13M&G (Lux) Diversity and Inclusion FundSICAVEUR4.5715.23M&G Investments
MSCI All Country World Index (Net)EUR5.7311.66
08-Apr-2022MOMESAU:LX5Calvert Sustainable Developed Markets Equity Select FundSICAVUSD6.5018.51Morgan Stanley Investment Management
MSCI World Index (Net)USD6.8318.51
08-Apr-2022MOEAIAU:LX5Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD9.0924.33Morgan Stanley Investment Management
MSCI World Index (Net)USD6.8318.51
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD1.273.07Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD0.901.75
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD2.9414.47
Global Equity AUM:3412
Regional Equity
U.S.
07-Mar-2016SHE209SPDR MSCI USA Gender Diversity ETFETFUSD6.6518.02State Street Global Advisors
SSGAGDITSPDR MSCI USA Gender Diversity IndexUSD6.6818.24
01-May-2019FWOMX155Fidelity Women's Leadership FundMutual FundUSD5.2818.44Fidelity Investments
15-Jun-2021FDWM3Fidelity Women's Leadership ETFETFUSD5.5919.73Fidelity Investments
06-Jun-201948Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD4.8916.50Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD4.8213.75
Russell 3000 Total Return IndexUSD8.3918.95
24-Aug-2018WOMN41Impact Shares YWCA Women's Empowerment ETFETFUSD8.4819.60Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment NTR IndexUSD7.1818.08
30-Jan-2023CDEI25Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD10.17N/AMorgan Stanley Investment Management
Russell 1000 Total Return Index8.5819.36
30-Jan-2023CVSE23Calvert US Select Equity ETFETFUSD7.34N/AMorgan Stanley Investment Management
Russell 1000 Total Return Index8.5819.36
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD3.2614.60Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD8.5819.36
16-May-2023BKWO11BNY Mellon Women's Opportunites ETFETFUSDN/AN/ABNY Mellon Investment Management
S&P Total Return IndexUSD8.7419.59
21-Oct-2021EQUL5IQ Engender Equality ETFETFUSD2.0616.09New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD2.1916.68
Russell 1000 Total Return IndexUSD8.5819.36
08-Apr-20225Calvert Sustainable US Equity Select FundSICAVUSD7.9519.34Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD8.5819.36
09-Jan-2023WCEO3Hypatia Women CEO ETFETFUSD0.73N/AHypatia Capital Management
FT Wilshire US Small CapUSD5.5814.82
20-Dec-2021VNDI1V-Shares US Leadership Diversity ETFETFUSD8.5019.72V-Square Quantitative Management
ISS ESG US Diversity Index TRUSD8.62N/A
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD1.9311.86
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSD8.6018.80
29-Dec-2017HWCEOHypatia Women CEO IndexUSD0.979.73
03-Mar-1957S&P 500 Net Total Return IndexUSD8.6118.98
Canada
05-Mar-2018RLDR10RBC Vision Women's Leadership MSCI Canada Index ETFETFCAD0.709.30RBC Global Asset Management
MSCI Canada IMI Women's Leadership Select Index (Gross)CAD1.051089
Europe
22-Apr-2015DE000A12BRD6123Ampega Diversity Plus Aktienfonds Mutual FundEURN/A17.31Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR0.866.25
08-Apr-2022MOEESAE:LX6Calvert Sustainable Developed Europe Equity Select FundSICAVEUR3.2318.89Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR2.3116.72
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK5.6114.94Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEKN/AN/A
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD0.4417.81
21-Sep-2009FXBYSBWESPB Women Impact Europe NTR IndexEURN/AN/A
North America
28-Apr-2016BMOWLFN:CN89BMO Women in Leadership Fund†Mutual FundCAD5.4215.23BMO Global Asset Management
29-May-2018WOMN:TSX3BMO Women in Leadership Fund ETF†ETFCAD5.4315.23BMO Global Asset Management
S&P 500 Net Total Return IndexCAD6.1922.05
Japan
14-May-20182518:JP53NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY16.3023.50Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY16.4123.76
26-Sep-20171652:JP3iFreeETF MSCI Japan Empowering Women Index WINETFJPY16.6023.80Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY16.7524.14
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY13.0715.92Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY12.6417.30
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY14.7325.16
Republic of Korea
14-Nov-20185CD324317Meritz The Woman Securities Investment CompanyUnit TrustKRW3.699.81Meritz Asset Management
KOSPIKRW3.539.93
Regional Equity AUM:861
Total AUM:4273
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, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Jun-2023Performance as of June 30, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
19-Dec-2017GENDER:SW808UBS Global Gender Equality UCITS ETFETFUSD2.7713.86UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD2.6313.55
17-Sep-2021351Anima Investimento Gender Equality 2026FCPEUR1.420.83ANIMA Sgr SpA
MSCI World Index (Net)EUR6.3813.56
21-Feb-2019NISGBCU LX269Nordea Global Gender Diversity Fund (Nordea SICAV 1)sub-SICAVUSD5.9018.95Nordea Asset Management
MSCI All Country World Index (Net)USD6.1816.53
01-Apr-2019MWLERAE:LX251Mirova Women Leaders Equity Fundsub-SICAVEUR5.6212.48Natixis Investment Managers International
MSCI World Index (Net)EUR6.3813.56
21-Sep-2020143Belfius Equities Wo=MenSICAVEUR5.6112.03Belfius Investment Partners S.A.
MSCI World Index (Net)EUR6.3813.56
18-Sep-2015RSGGIDE:LX114RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR4.195.24Robeco
MSCI World Index (Net)EUR6.3813.56
13-Dec-202189SEB Global Equal Opportunity FundSICAVEUR1.537.79SEB Investment Management AB
MSCI World Index (Net)EUR6.3813.56
10-Dec-2017GEND:LN65Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD1.7012.36Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD1.388.18
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEUR0.902.61BNP Asset Management
MSCI World Index (Net)EUR6.3813.56
24-Dec-202161Diversity and Inclusion FAM FundSICAVEUR3.8415.48Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR5.7311.66
17-Jan-202254DWS Invest ESG Women for WomenSICAVEUR3.2110.25DWS Management GmbH
MSCI All Country World Index (Net)EUR5.7311.66
26-Nov-2019FEMINII:FP17Valeurs Feminines GlobalMutual FundEUR1.082.59Flornoy Ferri
MSCI World Index (Net)EUR6.3813.56
18-Nov-2021MGDAIAE:LX13M&G (Lux) Diversity and Inclusion FundSICAVEUR4.5715.23M&G Investments
MSCI All Country World Index (Net)EUR5.7311.66
08-Apr-2022MOMESAU:LX5Calvert Sustainable Developed Markets Equity Select FundSICAVUSD6.5018.51Morgan Stanley Investment Management
MSCI World Index (Net)USD6.8318.51
08-Apr-2022MOEAIAU:LX5Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD9.0924.33Morgan Stanley Investment Management
MSCI World Index (Net)USD6.8318.51
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD1.273.07Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD0.901.75
Global Equity AUM:2248
Regional Equity
U.S.
08-Apr-20225Calvert Sustainable US Equity Select FundSICAVUSD7.9519.34Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD8.5819.36
Europe
22-Apr-2015DE000A12BRD6123Ampega Diversity Plus Aktienfonds Mutual FundEURN/A17.31Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR0.866.25
08-Apr-2022MOEESAE:LX6Calvert Sustainable Developed Europe Equity Select FundSICAVEUR3.2318.89Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR2.3116.72
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK5.6114.94Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEKN/AN/A
Regional Equity AUM:129
Total AUM:2377
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-Jun-2023Performance as of June 30, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX817Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD3.6513.35Impax Asset Management LLC
MSCI World Index (Net)USD6.8318.51
Impax Global Women's Leadership (Net) IndexUSD7.4919.52
10-May-202253Nia Impact Solutions FundMutual FundUSD0.386.92Nia Impact Capital
MSCI All Country World Index (Net)USD6.1816.53
Global Equity AUM:870
Regional Equity
U.S.
07-Mar-2016SHE209SPDR MSCI USA Gender Diversity ETFETFUSD6.6518.02State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD6.6818.24
01-May-2019FWOMX155Fidelity Women's Leadership FundMutual FundUSD5.2818.44Fidelity Investments
15-Jun-2021FDWM3Fidelity Women's Leadership ETFETFUSD5.5919.73Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD4.8213.75
Russell 3000 Total Return IndexUSD8.3918.95
24-Aug-2018WOMN41Impact Shares YWCA Women's Empowerment ETFETFUSD8.4819.16Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment NTR IndexUSD7.1818.08
30-Jan-2023CDEI25Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD10.17N/AMorgan Stanley Investment Management
Russell 1000 Total Return IndexUSD8.5819.36
Calvert US Large-Cap Diversity Research IndexUSD10.23N/A
30-Jan-2023CVSE23Calvert US Select Equity ETFETFUSD7.34N/AMorgan Stanley Investment Management
Russell 1000 Total Return IndexUSD8.5819.36
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD3.2614.60Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD8.5819.36
16-May-2023BKWO11BNY Mellon Women;s Opportunities ETFETFUSDN/AN/ABNY Mellon Investment Management
S&P 500 Total Return IndexUSD8.7419.59
21-Oct-2021EQUL5IQ Engender Equality ETFETFUSD2.0616.09New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD2.1916.68
Russell 1000 Total Return IndexUSD8.5819.36
09-Jan-2023WCEO3Hypatia Women CEO ETFETFUSD0.73N/AHypatia Capital Management
FT Wilshire US Small CapUSD5.5814.82
20-Dec-2021VNDI1V-Shares US Leadership Diversity ETFETFUSD8.5019.72V-Square Quantitative Management
ISS ESG US Diversity Index TRUSD8.62N/A
Regional Equity AUM:498
Total AUM:1368
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, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.
30-Jun-2023Performance as of June 30, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
09-Mar-2020DEDSDFN:CN177Desjardins SocieTerra Diversity FundMutual FundCAD1.1419.50Desjardins Global Asset Management
MSCI All Country World Index (Net)CAD3.9820.16
01-Oct-201730Mackenzie Global Women's Leadership FundMutual FundCAD1.4016.20Mackenzie Investments
04-Dec-2017MWMN CN20Mackenzie Global Women's Leadership ETFETFCAD1.8017.10Mackenzie Investments
MSCI World Index (Net)CAD4.6021.90
Global Equity AUM:227
Regional Equity
U.S.
06-Jun-201948Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD4.8916.50Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD4.8213.75
Russell 3000 Total Return IndexUSD8.3918.95
Canada
05-Mar-2018RLDR10RBC Vision Women's Leadership MSCI Canada Index ETFETFCAD0.709.30RBC Global Asset Management
MSCI Canada IMI Women's Leadership Select Index (Gross)CAD0.779.67
North America
28-Apr-2016BMOWLFN:CN96BMO Women in Leadership Fund†Mutual FundCAD5.4215.23BMO Global Asset Management
29-May-2018WOMN:TSX3BMO Women in Leadership Fund ETF†ETFCAD5.4315.23BMO Global Asset Management
S&P 500 Net Total Return IndexCAD6.1922.05
Regional Equity AUM:157
Total AUM:384
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-Jun-2023Performance as of June 30, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
11-Nov-2021N/ASBI Gender-Free Index FundETFUSD1.7012.36SBI Asset Management
SOLGGENRSolactive Equileap Global Gender Equality IndexUSD1.5212.32
Global Equity AUM:N/A
Regional Equity
Japan
14-May-20182518:JP53NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY16.3023.50Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY16.4123.76
26-Sep-20171652:JP3iFreeETF MSCI Japan Empowering Women Index WINETFJPY16.6023.80Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY16.7524.14
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY13.0715.92Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY12.6417.30
Republic of Korea
14-Nov-20185CD324317Meritz The Woman Securities Investment CompanyUnit TrustKRW3.699.81Meritz Asset Management
KOSPIKRW3.539.93
Regional Equity AUM:73
Total AUM:73
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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