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 $3.28 billion.
| 31-Mar-2021 | Performance as of March 31, 2021 (%) | ||||||||||||
| Inception Date | Ticker | AUM (USD M) | Funds, Benchmarks, Tracking Indexes | Type of Fund | 1 month | 3 months | YTD | 1 year | 3 years | 5 years | 10 years | Since Inception | |
| Global Equity | |||||||||||||
| 01-Oct-1993 | PXWEX | 822.71 | Pax Ellevate Global Women's Leadership Fund (investor class)* | Mutual Fund | USD | 3.71 | 4.19 | 4.19 | 50.4 | 11.92 | 12.33 | 8.86 | 9.24 |
| MSCI World Index (Net) | USD | 3.33 | 4.92 | 4.92 | 54.03 | 12.81 | 13.36 | 9.88 | 9.49 | ||||
| Lipper Global Multi-Cap Core Funds | USD | 4.08 | 7.44 | 7.44 | 59.76 | 11.55 | 12.76 | 9.46 | 8.88 | ||||
| Impax Global Women's Leadership (Net) Index | USD | 3.23 | 4.40 | 4.40 | 47.91 | 12.69 | 12.84 | — | 9.84 | ||||
| 19-Dec-2017 | GENDER:SW | 615.91 | UBS Global Gender Equality UCITS ETF | ETF | USD | 5.05 | 7.79 | 7.79 | 57.09 | 12.93 | 11.09 | ||
| SOLGGENR | Solactive Equileap Global Gender Equality 100 Leadership Index | USD | 5.03 | 6.95 | 6.95 | 55.66 | 12.38 | 10.57 | |||||
| 18-Sep-2015 | RSGGIDE:LX | 255.85 | RobecoSAM Global Gender Equality Impact Equities Fund | SICAV | EUR | 7.26 | 6.93 | 6.93 | 32.41 | 13.19 | 11.88 | 11.23 | |
| MSCI World Total Return Index (Net) | EUR | 6.71 | 9.23 | 9.23 | 43.80 | 14.53 | 12.66 | 11.75 | |||||
| 04-Jan-2019 | MWLERAE:LX | 201.43 | Mirova Women Leaders Equity Fund | sub-SICAV | EUR | 4.77 | 4.72 | 4.72 | 41.28 | 13.71 | |||
| MSCI World Net Total Return EUR | EUR | 6.71 | 9.23 | 9.23 | 43.80 | 14.15 | |||||||
| 28-Feb-2017 | AXMPFCE:LX | 199.57 | AXA World Funds Framlington Women Empowerment Fund** | SICAV | USD | 0.80 | 1.25 | 1.25 | 50.92 | 12.2 | 11.88 | ||
| MSCI All Country World Total Return Index (Net) | USD | 2.67 | 4.57 | 4.57 | 54.6 | 12.07 | 12.80 | ||||||
| 21-Feb-2019 | NISGBCU LX | 174.09 | Nordea Global Gender Diversity Fund (Nordea SICAV 1) | sub-SICAV | USD | 3.70 | 6.32 | 6.32 | 49.71 | 13.42 | |||
| MSCI All Country World Total Return Index (Net) (no official benchmark) | USD | 2.67 | 4.57 | 4.57 | 54.6 | 17.08 | |||||||
| 09-Mar-2020 | DEDSDFN:CN | 115.25 | Desjardins SocieTerra Diversity Fund | Mutual Fund | CAD | 3.17 | 2.41 | 2.41 | 26.97 | 17.14 | |||
| MSCI All Country World Index (Gross) | CAD | 1.98 | 3.27 | 3.27 | 37.14 | ||||||||
| 10-Dec-2017 | GEND:LN | 44.03 | Lyxor Global Gender Equality (DR) UCITS ETF | SICAV | USD | 5.89 | 7.55 | 7.55 | 59.33 | 11.87 | |||
| EQUALN | Solactive Equileap Global Gender Equality NTR Index | USD | 5.90 | 7.60 | 7.60 | 59.08 | 11.89 | ||||||
| 08-Dec-2020 | JSTC | 43.67 | Adasina Social Justice All Cap Global ETF | ETF | USD | 3.29 | 5.17 | 5.17 | 7.83 | ||||
| JUSTICE | Adasina Social Justice Index | USD | 2.95 | 5.70 | 5.70 | 8.14 | |||||||
| 07-Sep-2018 | OPEN:LN | 23.27 | iShares Refinitiv Inclusion and Diversity UCITS ETF | ETF | USD | 5.51 | 8.70 | 8.70 | 54.89 | 11.93 | |||
| TRDIGXFN | Refinitiv Global Large/Mid Diversity & Inclusion ex. Controversial Weapons Equal Weight Net Total Return | USD | 5.38 | 8.60 | 8.60 | 55.02 | 11.84 | ||||||
| 01-Oct-2017 | 19.03 | Mackenzie Global Women's Leadership Fund | Mutual Fund | CAD | 2.20 | 2.50 | 2.50 | 31.40 | 9.10 | 9.30 | |||
| 04-Dec-2017 | MWMN CN | 20.34 | Mackenzie Global Women's Leadership ETF | ETF | CAD | 2.40 | 2.90 | 2.90 | 34.20 | 10.90 | 10.10 | ||
| MSCI World Total Return Index CAD (Gross) | CAD | 2.64 | 3.63 | 3.63 | 36.66 | 12.46 | 13.33 | ||||||
| 26-Nov-2019 | FEMINII:FP | 10.12 | Valeurs Feminines Global | Mutual Fund | EUR | 5.23 | 6.52 | 6.52 | 36.14 | 3.91 | |||
| MSCI World Net Total Return EUR | EUR | 6.71 | 9.23 | 9.23 | 43.8 | 16.71 | |||||||
| Additional Global Indexes | |||||||||||||
| 31-May-2016 | .MIWO000WLGNUS | MSCI World Womens Leadership Index (Net) | USD | 3.12 | 5.45 | 5.45 | 60.45 | 10.94 | 11.97 | ||||
| Global Equity AUM: | 2545.28 | ||||||||||||
| Regional Equity | |||||||||||||
| U.S. | |||||||||||||
| 07-Mar-2016 | SHE | 213.25 | SPDR SSGA Gender Diversity Index ETF | ETF | USD | 2.11 | 6.03 | 6.03 | 62.70 | 14.67 | 13.92 | 14.40 | |
| SSGAGDIT | SSGA Gender Diversity Index | USD | 2.13 | 6.04 | 6.04 | 63.02 | 14.77 | 14.09 | 14.59 | ||||
| 01-May-2019 | FWOMX | 104.13 | Fidelity Women's Leadership Fund | Mutual Fund | USD | 3.76 | 7.11 | 7.11 | 70.41 | 22.23 | |||
| 06-Jun-2019 | 29.65 | Fidelity Women’s Leadership Fund (Canada) | Mutual Fund | USD | 3.55 | 6.71 | 6.71 | 68.17 | 22.93 | ||||
| MSCI USA Womens Leadership Index | USD | 2.81 | 6.74 | 6.74 | 69.17 | 14.97 | 19.06 | ||||||
| RAY:IND | Russell 3000 Index | USD | 3.58 | 6.35 | 6.35 | 62.53 | 17.12 | 16.64 | 13.79 | 20.56 | |||
| 22-Dec-2015 | GWILX | 28.93 | Glenmede Women in Leadership U.S. Equity Portfolio | Mutal Fund | USD | 6.89 | 11.98 | 11.98 | 66.72 | 12.33 | 13.64 | 13.64 | |
| Russell 1000 Index | USD | 3.78 | 5.91 | 5.91 | 60.59 | 17.31 | 16.66 | 16.06 | |||||
| 24-Aug-2018 | WOMN | 15.24 | Impact Shares YWCA Women's Empowerment ETF | ETF | USD | 3.95 | 5.13 | 5.13 | 71.69 | 21.49 | |||
| 14-Aug-2018 | MSEGWEPU | Morningstar Women's Empowerment TR Index | USD | 6.16 | 6.16 | 53.99 | |||||||
| 09-Jul-2014 | WIL | 3.71 | Barclays Women in Leadership ETN† | ETN | USD | 5.94 | 8.86 | 8.86 | 54.42 | 11.11 | 10.74 | 8.87 | |
| 07-Jul-2014 | Barclays Women in Leadership TR USD Index | USD | 5.98 | 8.99 | 8.99 | 55.12 | 11.62 | 9.36 | |||||
| Additional U.S. Indexes | |||||||||||||
| 30-Sep-2011 | SOLEQUSN | Solactive Equileap US Select Gender Equality NTR Index | USD | 6.07 | 11.22 | 11.22 | 65.05 | 17.43 | 16.25 | 16.38 | |||
| Canada | |||||||||||||
| 05-Mar-2018 | RLDR | 106.95 | RBC Vision Women's Leadership MSCI Canada Index ETF | ETF | CAD | 3.80 | 8.80 | 8.80 | 46.90 | 10.00 | 9.50 | ||
| MSCI Canada IMI Women's Leadership Select Index | CAD | 3.80 | 8.80 | 8.80 | 47.50 | 10.30 | 9.80 | ||||||
| Europe | |||||||||||||
| 22-Apr-2015 | DE000A12BRD6 | 87.94 | Ampega Diversity Plus Aktiendfonds | Mutual Fund | EUR | 5.28 | 4.39 | 4.39 | 38.55 | 6.30 | 7.13 | 3.41 | |
| EQUALEN | Solactive Equileap Europe Gender Equality NTR Index | EUR | 6.93 | 10.16 | 10.16 | 43.46 | 8.50 | 7.00 | 2.99 | ||||
| 06-Mar-2019 | N/A | AVA Gender Equality Tracker | ETF | SEK | 3.31 | 10.17 | 10.17 | 32.47 | |||||
| EQUALEN | Solactive Equileap Europe Gender Equality NTR Index | EUR | 6.93 | 10.16 | 10.16 | 43.46 | 9.24 | ||||||
| Additional Europe Indexes | |||||||||||||
| 31-May-2016 | MSCI Europe Womens Leadership Index | USD | 2.81 | 3.29 | 3.29 | 49.23 | 5.90 | 8.43 | |||||
| 21-Sep-2009 | FXBYSBWE | SPB Women Impact Europe NTR Index | EUR | 6.32 | 5.71 | 5.71 | 19.69 | 6.12 | 0.16 | 7.67 | |||
| Japan | |||||||||||||
| 14-May-2018 | 2518:JP | 52.00 | NEXT FUNDS MSCI Japan Empowering Women Select Index ETF | ETF | JPY | 5.06 | 7.09 | 7.09 | 34.28 | 6.42 | |||
| MJ719024 | MSCI Japan Empowering Women (WIN) Select Index (Gross) | JPY | 5.07 | 7.15 | 7.15 | 37.74 | |||||||
| 26-Sep-2017 | 1652:JP | 10.89 | Daiwa ETF MSCI Japan Empowering Women Index WIN | ETF | JPY | 5.20 | 7.50 | 7.50 | 37.50 | 25.70 | |||
| MJ719024 | MSCI Japan Empowering Women Index | JPY | 4.30 | 6.40 | 6.40 | 34.70 | 17.90 | ||||||
| 13-Sep-2018 | DJWIX | 2.77 | BNY Mellon Japan Womenomics Fund | Mutual Fund | USD | 2.75 | 0.15 | 0.15 | 34.54 | 4.75 | |||
| TPXNTR | TOPIX Total Return Index | USD | 5.71 | 2.08 | 2.08 | 38.86 | |||||||
| 26-Nov-2020 | 2070:JP | N/A | Smart ESG 30 Empowering Women Net Return ETN | ETN | JPY | 6.09 | 3.20 | 3.20 | 6.3 | ||||
| SXGWOMGR | iSTOXX MUTB Japan Empowering Women 30 Net Return JPY Index | JPY | 6.00 | 3.40 | 3.40 | 33.40 | 8.00 | 11.60 | |||||
| North America | |||||||||||||
| 28-Apr-2016 | BMOWLFN:CN | 64.57 | BMO Women in Leadership Fund†† | Mutual Fund | CAD | 2.45 | 2.34 | 2.34 | 31.04 | 11.52 | 10.75 | ||
| 29-May-2018 | WOMN:TSX | 1.47 | BMO Women in Leadership Fund ETF†† | ETF | CAD | 2.45 | 2.35 | 2.35 | 31.05 | 11.43 | |||
| S&P 500 Total Return Index CAD | CAD | 3.58 | 4.63 | 4.63 | 37.36 | 15.13 | 14.95 | 16.15 | |||||
| Additional North America Indexes | |||||||||||||
| 30-Sep-2011 | EQUALNAN | Solactive Equileap North American Gender Equality NTR Index | CAD | 4.69 | 9.56 | 9.56 | 46.62 | 13.97 | 14.15 | 16.88 | |||
| South Korea | |||||||||||||
| 01-Nov-2018 | 5CD3243 | 11.82 | Meritz The Woman Securities Investment Company | Unit Trust | KRW | 3.45 | 10.93 | 10.93 | 59.05 | ||||
| KOSPI | KRW | 1.61 | 6.54 | 6.54 | 74.48 | ||||||||
| Regional Equity AUM: | 733.31 | ||||||||||||
| Total AUM: | 3278.59 | ||||||||||||
| *Since reorganization of 6/4/2014. | |||||||||||||
| **AXA World Funds Framlington Women Empowerment rebranding as of April 10, 2021 to AXA World Funds Framlington Social Progress with a broader mandate to target SDGs 2, 3, 4, 8, 9, 11 and 16 as well as SDG 5 (Gender Equality). | |||||||||||||
| †Maturity: July 15, 2024. Closing indicative note value return. | |||||||||||||
| ††BMO Women in Leadership Fund ETF is a series under the BMO Women in Leadership Fund (mutual funds). | |||||||||||||
| 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. | |||||||||||||
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