Q1 2024 Gender Lens Equity Fund Performance – 3 & 12-month

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.

31-Mar-2024Performance March 31, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX810Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD4.4915.75Impax Asset Management LLC
MSCI World Index (Net)USD8.8825.11
19-Dec-2017GENDER:SW744UBS Global Gender Equality UCITS ETFETFUSD4.0716.17UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD4.0915.94
21-Feb-2019NISGBCU LX498Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD11.4127.98Nordea Asset Management
MSCI All Country World Index (Net)USD8.2023.22
17-Sep-2021364Anima Investimento Gender Equality 2026FCPEUR2.248.87ANIMA Sgr SpA
01-Apr-2019MWLERAE:LX268Mirova Women Leaders and Diversity Equity Fundsub-SICAVEUR12.0324.63Natixis Investment Managers International
MSCI World Index (Net)EUR11.3725.86
09-Mar-2020DEDSDFN:CN193Desjardins SocieTerra Diversity FundMutual FundCAD6.9910.59Desjardins Global Asset Management
MSCI All Country World Index (Gross)CAD11.1623.80
21-Sep-2020160Belfius Equities Wo=MenSICAVEUR10.9019.65Belfius Investment Partners S.A.
MSCI World Index (Net)EUR11.3725.86
13-Dec-202195SEB Global Equal Opportunity FundSICAVEUR10.3615.18SEB Investment Management AB
MSCI World Index (Net)EUR11.3725.86
18-Sep-2015RSGGIDE:LX87RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR11.0220.94Robeco
MSCI World Index (Net)EUR11.3725.86
10-May-202275Nia Impact Solutions FundMutual FundUSD2.547.86Nia Impact Capital
MSCI All Country World Index (Net)USD8.2023.22
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
12-Oct-2017GEND:LN62Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD4.6115.27Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD8.8825.11
24-Dec-202156Diversity and Inclusion FAM FundSICAVEUR6.4513.89Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR10.6723.95
17-Jan-202239DWS Invest ESG Women for WomenSICAVEUR9.1113.90DWS Management GmbH
MSCI All Country World Index (Net)EUR10.6723.95
01-Oct-201734Mackenzie Global Women's Leadership FundMutual FundCAD7.0016.20Mackenzie Investments
04-Dec-2017MWMN CN8Mackenzie Global Women's Leadership ETFETFCAD7.4016.70Mackenzie Investments
MSCI World Index (Net)CAD11.4025.20
18-Nov-2021MGDAIAE:LX20M&G (Lux) Diversity and Inclusion FundSICAVEUR6.2814.15M&G Investments
MSCI All Country World Index (Net)EUR10.6723.95
26-Nov-2019FEMINII:FP20Valeurs Feminines GlobalMutual FundEUR7.9518.47Flornoy Ferri
MSCI World Index (Net)EUR11.3725.86
08-Apr-2022MOMESAU:LX6Calvert Sustainable Developed Markets Equity Select FundSICAVUSD8.4123.57Morgan Stanley Investment Management
MSCI World Index (Net)USD8.8825.11
08-Apr-2022MOEAIAU:LX6Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD6.5423.54Morgan Stanley Investment Management
MSCI World Index (Net)USD8.8825.11
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD-0.911.83Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD2.378.15
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD4.8316.32
Global Equity AUM:3610
Regional Equity
U.S.
07-Mar-2016SHE239SPDR MSCI USA Gender Diversity ETFETFUSD11.9629.79State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD12.0230.02
01-May-2019FWOMX161Fidelity Women's Leadership FundMutual FundUSD9.8624.21Fidelity Investments
15-Jun-2021FDWM4Fidelity Women's Leadership ETFETFUSD9.6825.78Fidelity Investments
06-Jun-201955Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD9.4522.29Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD6.7321.60
Russell 3000 Total Return IndexUSD10.0229.29
24-Aug-2018WOMN54Impact Shares YWCA Women's Empowerment ETFETFUSD8.4230.65Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment Net Return IndexUSD8.5928.59
30-Jan-2023CDEI36Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD6.9127.00Morgan Stanley Investment Management
Russell 1000 Total Return Index10.3029.87
30-Jan-2023CVSE29Calvert US Select Equity ETFETFUSD10.9327.53Morgan Stanley Investment Management
Russell 1000 Total Return Index10.3029.87
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD9.2621.79Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD10.3029.87
16-May-2023BKWO13BNY Mellon Women's Opportunites ETFETFUSD14.21N/ABNY Mellon Investment Management
S&P 500 Total Return IndexUSD10.5629.88
21-Oct-2021EQUL7IQ Engender Equality ETFETFUSD7.9417.19New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD8.0917.81
Russell 1000 Total Return IndexUSD10.3029.87
08-Apr-20227Calvert Sustainable US Equity Select FundSICAVUSD10.1327.21Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD10.3029.87
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD4.3014.39Hypatia Capital Management
FT Wilshire US Small CapUSDN/AN/A
20-Dec-2021VNDIN/AV-Shares US Leadership Diversity ETFETFUSDN/AN/AV-Square Quantitative Management
ISS ESG US Diversity Index TRUSDN/AN/A
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD5.2915.20
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSD
29-Dec-2017HWCEOHypatia Women CEO IndexUSDN/AN/A
03-Mar-1957S&P 500 Net Total Return IndexUSD10.4429.27
Europe
22-Apr-2015DE000A12BRD6148Ampega Diversity Plus Aktienfonds Mutual FundEUR7.2312.07Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR3.9210.56
08-Apr-2022MOEESAE:LX7Calvert Sustainable Developed Europe Equity Select FundSICAVEUR7.9215.26Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR7.6314.79
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK8.0112.72Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK8.4812.82
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD2.6910.79
21-Sep-2009FXBYSBWESPB Women Impact Europe NTR IndexEURN/AN/A
North America
28-Apr-2016BMOWLFN:CN108BMO Women in Leadership Fund†Mutual FundCAD7.8021.00BMO Global Asset Management
29-May-2018WOMN:TSX4BMO Women in Leadership Fund ETF†ETFCAD7.8720.94BMO Global Asset Management
S&P 500 Net Total Return IndexCAD13.3429.26
Japan
14-May-20182518:JP64NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY18.6045.70Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY18.6746.13
26-Sep-20171652:JP4iFreeETF MSCI Japan Empowering Women Index WINETFJPY18.6044.50Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY18.5344.91
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY8.8820.65Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY9.2021.60
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY18.3341.43
Republic of Korea
14-Nov-20185CD324315KCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:981
Total AUM:4591
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.
31-Mar-2024Performance as of March 31, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
19-Dec-2017GENDER:SW744UBS Global Gender Equality UCITS ETFETFUSD4.0716.17UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD4.0915.94
21-Feb-2019NISGBCU LX498Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD11.4127.98Nordea Asset Management
MSCI All Country World Index (Net)USD8.2023.22
17-Sep-2021364Anima Investimento Gender Equality 2026FCPEUR2.248.87ANIMA Sgr SpA
01-Apr-2019MWLERAE:LX268Mirova Women and Diversity Leaders Equity Fundsub-SICAVEUR12.0324.63Natixis Investment Managers International
MSCI World Index (Net)EUR11.3725.86
21-Sep-2020160Belfius Equities Wo=MenSICAVEUR10.9019.65Belfius Investment Partners S.A.
MSCI World Index (Net)EUR11.3725.86
18-Sep-2015RSGGIDE:LX87RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR11.0220.94Robeco
MSCI World Index (Net)EUR11.3725.86
13-Dec-202195SEB Global Equal Opportunity FundSICAVEUR10.3615.18SEB Investment Management AB
MSCI World Index (Net)EUR11.3725.86
10-Dec-2017GEND:LN62Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD4.6115.27Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD4.6115.12
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
24-Dec-202156Diversity and Inclusion FAM FundSICAVEUR6.4513.89Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR10.6723.95
17-Jan-202239DWS Invest ESG Women for WomenSICAVEUR9.1113.90DWS Management GmbH
MSCI All Country World Index (Net)EUR10.6723.95
26-Nov-2019FEMINII:FP20Valeurs Feminines GlobalMutual FundEUR7.9518.47Flornoy Ferri
MSCI World Index (Net)EUR11.3725.86
18-Nov-2021MGDAIAE:LX20M&G (Lux) Diversity and Inclusion FundSICAVEUR6.2814.15M&G Investments
MSCI All Country World Index (Net)EUR10.6723.95
08-Apr-2022MOMESAU:LX6Calvert Sustainable Developed Markets Equity Select FundSICAVUSD8.4123.57Morgan Stanley Investment Management
MSCI World Index (Net)USD8.8825.11
08-Apr-2022MOEAIAU:LX6Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD6.5423.54Morgan Stanley Investment Management
MSCI World Index (Net)USD8.8825.11
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD-0.911.83Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD2.378.15
Global Equity AUM:2491
Regional Equity
U.S.
08-Apr-20227Calvert Sustainable US Equity Select FundSICAVUSD10.1327.21Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD10.3029.87
Europe
22-Apr-2015DE000A12BRD6148Ampega Diversity Plus Aktienfonds Mutual FundEUR7.2312.07Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR3.9210.56
08-Apr-2022MOEESAE:LX7Calvert Sustainable Developed Europe Equity Select FundSICAVEUR7.9215.26Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR7.6314.79
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK8.0112.72Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK8.4812.82
Regional Equity AUM:154
Total AUM:2645
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.
31-Mar-2024Performance as of March 31, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
01-Oct-1993PXWEX810Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD4.4915.75Impax Asset Management LLC
MSCI World Index (Net)USD8.8825.11
10-May-202275Nia Impact Solutions FundMutual FundUSD2.547.86Nia Impact Capital
MSCI All Country World Index (Net)USD8.2023.22
Global Equity AUM:885
Regional Equity
U.S.
07-Mar-2016SHE239SPDR MSCI USA Gender Diversity ETFETFUSD11.9629.79State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD12.0230.02
01-May-2019FWOMX161Fidelity Women's Leadership FundMutual FundUSD9.8624.21Fidelity Investments
15-Jun-2021FDWM4Fidelity Women's Leadership ETFETFUSD9.6825.78Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD6.7321.60
Russell 3000 Total Return IndexUSD10.0229.29
24-Aug-2018WOMN54Impact Shares YWCA Women's Empowerment ETFETFUSD8.4230.65Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment NTR IndexUSD8.5928.59
30-Jan-2023CDEI36Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD6.9127.00Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD10.3029.87
Calvert US Large-Cap Diversity Research IndexUSD6.9627.21
30-Jan-2023CVSE29Calvert US Select Equity ETFETFUSD10.9327.53Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD10.3029.87
22-Dec-2015GWILX22Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD9.2621.79Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD10.3029.87
16-May-2023BKWO13BNY Mellon Women's Opportunities ETFETFUSD14.21N/ABNY Mellon Investment Management
S&P 500 Total Return IndexUSD10.5629.88
21-Oct-2021EQUL7IQ Engender Equality ETFETFUSD7.9417.19New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD8.0917.81
Russell 1000 Total Return IndexUSD10.3029.87
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD4.3014.39Hypatia Capital Management
FT Wilshire US Small CapUSDN/AN/A
20-Dec-2021VNDIN/AV-Shares US Leadership Diversity ETFETFUSDN/AN/AV-Square Quantitative Management
ISS ESG US Diversity Index TRUSDN/AN/A
Regional Equity AUM:568
Total AUM:1453
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.
31-Mar-2024Performance as of March 31, 2024 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
09-Mar-2020DEDSDFN:CN193Desjardins SocieTerra Diversity FundMutual FundCAD6.9910.59Desjardins Global Asset Management
MSCI All Country World Index (Net)CAD11.1623.80
01-Oct-201734Mackenzie Global Women's Leadership FundMutual FundCAD7.0016.20Mackenzie Investments
04-Dec-2017MWMN CN8Mackenzie Global Women's Leadership ETFETFCAD7.4016.70Mackenzie Investments
MSCI World Index (Net)CAD11.4025.20
Global Equity AUM:234
Regional Equity
U.S.
06-Jun-201955Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD9.4522.29Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD6.7321.60
Russell 3000 Total Return IndexUSD10.0229.29
North America
28-Apr-2016BMOWLFN:CN108BMO Women in Leadership Fund†Mutual FundCAD7.9021.00BMO Global Asset Management
29-May-2018WOMN:TSX4BMO Women in Leadership Fund ETF†ETFCAD7.8720.94BMO Global Asset Management
S&P 500 Net Total Return IndexCAD13.3429,26
Regional Equity AUM:167
Total AUM:401
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.
31-Mar-2024Performance as of March 31, 2023 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
11-Nov-2021N/ASBI Gender-Free Index FundETFUSD4.6115.27SBI Asset Management
SOLGGENRSolactive Equileap Global Gender Equality IndexUSD4..6115.12
Global Equity AUM:N/A
Regional Equity
Japan
14-May-20182518:JP64NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY18.6045.70Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY18.6746.13
26-Sep-20171652:JP4iFreeETF MSCI Japan Empowering Women Index WINETFJPY18.6044.50Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY18.5344.91
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY8.8820.65Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY9.2021.60
Republic of Korea
14-Nov-20185CD324315KCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:83
Total AUM:83
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