Wellington Global Stewards S Cap $

The Fund seeks long-term total returns. The Fund has a sustainable objective to seek to invest in companies whose management teams and boards display exemplary 'stewardship'. The investment manager of the Fund (the "Investment Manager") defines stewardship as how companies balance the interests of all stakeholders (e.g. customers, employees, communities and the supply chain) in the pursuit of profits and how they incorporate material environmental, social and governance ("ESG") risks and opportunities in their corporate strategy. The Investment Manager will manage the Fund to target net zero emissions by 2050 in alignment with the Paris Agreement by actively engaging with companies held in the Fund to commit to net zero science-based targets. The Fund will be actively managed against the Index, seeking to outperform the MSCI All Country World Index (the "Index") investing primarily in equity securities issued by large capitalisation companies worldwide. The Index is market capitalisation weighted and designed to measure the equity market performance of developed and emerging markets. The Investment Manager combines bottom-up research with ESG analysis, considering the investment universe sector by sector looking for companies with high and persistent financial returns. An emphasis is placed on a company's track record of effective capital allocation, trustworthy stewardship and confidence that a wide gap between return on/cost of capital can be sustained. The Fund will invest in shares and other securities with equity characteristics, such as preferred stock, convertible securities, and depository receipts. The Fund may invest either directly or via derivatives. The Fund may invest up to 20% of its Net Asset Value in countries which are considered by the Investment Manager to be emerging markets. The Fund may make a limited investment in securities traded on Russian markets and may invest up to 10% of its Net Asset Value in China A Shares traded via Stock Connect. T

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No