Wellington FinTech S EUR

The Fund seeks long-term total returns. The Fund will be actively managed, seeking to outperform the MSCI All Country World Index (the 'Index") investing primarily in companies globally that leverage technology to enhance or disrupt traditional financial services such as in payments systems, financials infrastructure, investing and lending. The Fund will invest in financial technology companies and/or companies where the key growth driver is to provide or use technology to deliver the next generation of financial services (FinTech). The investment manager of the Fund (the 'Investment Manager') takes an unconstrained approach to investing in FinTech companies across the capitalization spectrum in developed and emerging market countries with sector and country allocations an outcome of the stock selection process. The Fund will invest in shares and other securities with equity characteristics, comprising preferred stock, convertible securities, and 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. The Index is designed to measure equity market performance of developed and emerging markets. The Fund will support certain social characteristics by investing at least 51% of the Fund's net assets in companies that have appointed three or more women to their board. Dealing frequency Shares can be bought or sold daily in accordance with the prospectus of the Umbrella Fund (the "Prospectus"). The base currency of the Fund is USD.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No