Wellingtion MF (Lux) III Euro Credit ESG D EUR

The Fund seeks long-term total returns in excess of the Bloomberg Euro Aggregate Corporate Index (the "Index"), by investing primarily in a diversified portfolio of Euro-denominated corporate debt securities whilst integrating Environmental, Social and Governance ("ESG") characteristics into the investment framework.The Fund will be actively managed, seeking to achieve its investment objective by allocating its assets across a universe of primarily investment grade Euro denominated corporate debt securities. Issuers may be based around the world and include, subject to the Fund's ESG framework, securities issued by commercial, governmental or supranational entities. This may also include issuers not contained within the Index. The Fund's construction is based on top-down analysis of global investment themes, rigorous fundamental economic analysis and specialist research on individual credit sectors with bottom-up security selection. The Fund excludes issuers rated 5 for E or S Rating using a rating scale of 1-5, where 1 is the highest rating and 5 the most negative rating. Issuers with a below average E or S Rating (E or S Rating of 4) may only be included in the Fund if the investment manager of the Fund (the "Investment Manager") determines that the Fund is adequately compensated for the additional risk. The Fund will apply this ESG framework to its investment analysis and decisions on at least 90% of the holdings (excluding cash and cash equivalents) with the aim of achieving full coverage over time as the disclosure of ESG information improves. The Fund aims to be fully invested with cash and cash equivalents held on an ancillary basis. The Investment Manager will also seek to reduce the Fund's carbon footprint as measured by its weighted average carbon intensity (WACI) to net zero by 2050, or sooner, in line with the Paris Agreement. The Investment Manager will manage the Fund towards this 2050 net zero commitment by reducing the Fund's WACI figure by no less t

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No