Wellington Global Impact D EUR Hdg

The Fund seeks long-term total returns. The Fund has a sustainable objective to seek to understand the world's social and environmental problems and to identify and invest in companies that it believes are addressing these needs in a differentiated way through their core products and services. The Fund through its investments, will seek to improve access to, and the quality of, basic life essentials, reduce inequality and mitigate the effects of climate change. The Fund will be actively managed and seeks to deliver long-term total returns seeking to outperform the MSCI All Country World Index ("the Index") and achieve its objectives by investing primarily in global equities, focusing on companies whose core business, the investment manager of the Fund (the 'Investment Manager') believes, aims to generate positive social or environmental change alongside a financial return. The Fund may hold concentrated positions within an Impact Theme and is expected to have a natural bias towards small to mid-capitalisation companies that are experiencing strong growth. Whilst the Fund will generally be well diversified by country, currency, industry and issuer, it may hold positions that are concentrated in this manner from time to time. The Fund will generally invest in developed countries and may invest up to 40% in emerging and frontier markets. 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

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No