Q1 2025 Gender Lens Equity Fund Performance – 3 & 12-month

Posted on May 22, 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 $4.4 billion as of March 31, 2025.

31-Mar-2024Performance March 31, 2025 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
21-Feb-2019NISGBCU LX783Nordea 1 Global Diversity Engagement Fundsub-SICAVUSD-1.613.05Nordea Asset Management
MSCI All Country World Index (Net)USD-1.327.21
01-Oct-1993PXWEX685Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD-3.093.96Impax Asset Management LLC
MSCI World Index (Net)USD-1.797.04
19-Dec-2017GENDER:SW373UBS Global Gender Equality UCITS ETFETFUSD2.507.02UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD2.416.80
01-Apr-2019MWLERAE:LX321Mirova Women Leaders and Diversity Equity Fundsub-SICAVEUR-4.222.09Natixis Investment Managers International
MSCI World Index (Net)EUR-5.867.02
17-Sep-2021231Anima Investimento Gender Equality 2026FCPEUR-2.082.21ANIMA Sgr SpA
09-Mar-2020DEDSDFN:CN225Desjardins Sustainable Diversity FundMutual FundCAD-2.506.00Desjardins Global Asset Management
MSCI All Country World Index (Gross)CAD-1.1514.47
21-Sep-2020179Belfius Equities Wo=MenSICAVEUR-5.302.10Belfius Investment Partners S.A.
MSCI World Index (Net)EUR-5.867.02
13-Dec-2021102SEB Global Equal Opportunity FundSICAVEUR-8.93-4.33SEB Investment Management AB
MSCI World Index (Net)EUR-5.867.02
18-Sep-2015RSGGIDE:LX80RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR-6.744.91Robeco
MSCI World Index (Net)EUR-5.867.02
10-May-202274Nia Impact Solutions FundMutual FundUSD0.008.15Nia Impact Capital
MSCI All Country World IMI Index (Net)USD-1.616.30
26-Feb-2025RCGE71RockCreek Global Equality ETFETFUSDN/AN/ARock Creek Group
MSCI All Country World Index (Net)USDN/AN/A
23-Aug-202163BNP Paribas Apollo Gender Equality & Inclusion FundFCPEURN/AN/ABNP Asset Management
12-Oct-2017GEND:LN54Amundi Global Gender Equality UCITS ETFSICAVUSD3.276.72Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD-1.797.04
17-Jan-202242DWS Invest ESG Women for WomenSICAVEUR-5.831.96DWS Management GmbH
MSCI All Country World Index (Net)EUR-5.457.13
01-Apr-2020CAREX35Domini Sustainable Solutions FundMutual FundUSD-4.11-3.07Domini Impact Investments LLC
MSCI World Equal Weighted Index (Net)2.665.03
24-Dec-202134Diversity and Inclusion FAM FundSICAVEUR-3.711.18Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR-5.457.13
01-Oct-201733Mackenzie Global Women's Leadership FundMutual FundCAD1.3010.50Mackenzie Investments
04-Dec-2017MWMN CN8Mackenzie Global Women's Leadership ETFETFCAD1.4010.40Mackenzie Investments
MSCI World Index (Net)CAD-1.7213.84
18-Nov-2021MGDAIAE:LX22M&G (Lux) Diversity and Inclusion FundSICAVEUR-4.250.95M&G Investments
MSCI All Country World Index (Net)EUR-5.457.13
08-Apr-2022MOMESAU:LX6Calvert Sustainable Developed Markets Equity Select FundSICAVUSD-3.431.45Morgan Stanley Investment Management
MSCI World Index (Net)USD-1.797.04
08-Apr-2022MOEAIAU:LX7Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD-3.992.59Morgan Stanley Investment Management
MSCI World Index (Net)USD-1.797.04
31-May-2022MOMESAD:LX6Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD2.7611.92Morgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD2.938.09
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD
Global Equity AUM:3433
Regional Equity
U.S.
07-Mar-2016SHE240SPDR MSCI USA Gender Diversity ETFETFUSD-1.258.78State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD-1.228.85
01-May-2019FWOMX135Fidelity Women's Leadership FundMutual FundUSD-6.65-3.38Fidelity Investments
15-Jun-2021FDWM4Fidelity Women's Leadership ETFETFUSD-5.95-3.13Fidelity Investments
06-Jun-201951Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD-6.88-4.86Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD-3.670.42
Russell 3000 Total Return IndexUSD-4.727.22
24-Aug-2018WOMN63Impact Shares YWCA Women's Empowerment ETFETFUSD-0.497.71Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment Net Return IndexUSD-0.317.98
30-Jan-2023CDEI20Calvert US Large-Cap Diversity, Equity and Inclusion Index ETFETFUSD-6.014.39Morgan Stanley Investment Management
Russell 1000 Total Return Index-4.497.82
30-Jan-2023CVSE26Calvert US Select Equity ETFETFUSD-4.602.47Morgan Stanley Investment Management
Russell 1000 Total Return Index-4.497.82
22-Dec-2015GWILX21Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD-2.213.63Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD-4.497.82
16-May-2023BKWO14BNY Mellon Women's Opportunites ETFETFUSD-6.07-0.68BNY Mellon Investment Management
S&P 500 Total Return IndexUSD-4.278.25
08-Apr-20227Calvert Sustainable US Equity Select FundSICAVUSD-6.79-0.31Morgan Stanley Investment Management
Russell 1000 Total Return IndexUSD-4.497.82
09-Jan-2023WCEO4Hypatia Women CEO ETFETFUSD-8.00-4.27Hypatia Capital Management
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSD
29-Dec-2017HWCEOHypatia Women CEO IndexUSD
06-Mar-2020Pink Chip IndexUSD
03-Mar-1957S&P 500 Net Total Return IndexUSD-4.377.82
Europe
22-Apr-2015DE000A12BRD6147Ampega Diversity Plus Aktienfonds Mutual FundEUR4.777.38Ampega Investment GmbH
08-Apr-2022MOEESAE:LX8Calvert Sustainable Developed Europe Equity Select FundSICAVEUR2.904.10Morgan Stanley Investment Management
MSCI Europe Index (Net)EUR5.916.85
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK-6.301.47Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexSEK
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD
21-Sep-2009FXBYSBWEFTSE All-Share Women on Boards Leadership IndexEUR
North America
28-Apr-2016BMOWLFN:CN119BMO Women in Leadership Fund†Mutual FundCAD0.4015.40BMO Global Asset Management
29-May-2018WOMN:TSX5BMO Women in Leadership Fund ETF†ETFCAD0.4215.29BMO Global Asset Management
S&P 500 Net Total Return IndexCAD
Japan
14-May-20182518:JP64NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY-3.002.40Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women IndexJPY-3.202.20
26-Sep-20171652:JP3iFreeETF MSCI Japan Empowering Women Index WINETFJPY-3.601.60Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY-3.202.20
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPYMitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY
Republic of Korea
14-Nov-20185CD3243N/AKCGI The Woman Securities Investment CompanyUnit TrustKRWN/AN/AKCGI Asset Management
KOSPIKRWN/AN/A
Regional Equity AUM:933
Total AUM:4366
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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