Wellington India Focus Equity S Cap $

The Fund seeks long-term total returns. The Fund will be actively managed, seeking to outperform the MSCI India Index (the "Index") investing primarily in equity and equity related securities of companies that are incorporated or operating in India. The investment manager of the Fund (the "Investment Manager") focuses on what it believes are undervalued high-quality companies or companies that may be recognized as high-quality in the future. The Investment Manager defines a high-quality company as one able to sustain higher returns on capital due to a competitive advantage versus peers, such as a successful or difficult to replicate business model, demonstrated strong management capability, a leading brand, industry level barriers to entry, or a combination of these factors. The Investment Manager believes that investment in high-quality companies generates sustainable long-term capital appreciation over time. The Fund may be concentrated in a relatively small number of securities or industry sectors and as a result, may be more volatile than more broadly diversified funds. The Fund will invest in shares and other securities with equity characteristics such as preferred stocks, convertible securities or depository receipts. The Fund may invest either directly or via derivatives. Derivatives may be used to hedge (manage) risk, for investment purposes (such as gaining exposure to a security) and for managing the Fund more efficiently.The Index serves as a reference benchmark for performance comparison purposes. Whilst Fund securities may be components of the Index, the Index is not considered during portfolio construction and the Investment Manager will not manage the extent to which Fund securities differ from the Index. Dealing frequency Shares can be bought or sold daily in accordance with the prospectus of the Umbrella Fund (the "Prospectus").

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No