Wellington Focused European Equity E EUR

The Fund seeks long-term total returns. The Fund will be actively managed, seeking to outperform the MSCI Europe Index (the 'Index") investing primarily in equity and equity related securities of companies domiciled or operating primarily in developed European markets. The Index is a market capitalisation weighted index that is designed to measure the equity market performance of the developed markets in Europe. The Fund will generally invest in the securities of companies that the investment manager of the Fund (the 'Investment Manager') believes have been mispriced, usually due to an overreaction to a prolonged period of negative news and an overemphasis on recent results, which can lead to stocks being priced as though earnings will never improve. The Investment Manager will combine behavioral finance analysis, in which the sentiment around the company is assessed, along with management credibility and fundamental research, which looks at aspects such as the strength of a company's balance sheet, when making an investment decision. 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. The Fund will seek to support certain environmental characteristics by aiming to achieve net zero emissions by 2050 in alignment with the Paris Agreement, by investing a minimum of 40% of the Fund's NAV (excluding cash and cash equivalents) in companies which have established, or have comm

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No