Wellingtion MF (Lux) III Climate Strategy N EUR

The Fund seeks long-term total returns in excess of the MSCI All Country World Index (the "Index ") while contributing to the environmental objective of climate risk mitigation and adaptation.The Fund has an environmental objective of climate risk mitigation (to address the causes and minimise the impacts of climate change) and adaptation (reduce the negative effects of climate change or help communities adapt to the impact of climate change).The Fund will invest at least 90% of its net assets in companies whose products, services or capital provide for decarbonisation, energy/resource efficiency and resiliency to climate change. The investment opportunity set of the Fund will be segmented into five major categories: Low Carbon Electricity, Low Carbon Transport, Water and Resources Management, Energy Efficiency and Climate Resilient Infrastructure. The Fund will be actively managed and achieve its objectives by investing primarily in equity securities of worldwide publicly traded companies. The investment approach is based on the investment manager of the Fund (the 'Investment Manager') assessment of both the climate stewardship and economic capital of the target companies. In other words, the fund quantifies the financial and environmental impacts of companies' projects and thus assesses the sustainability of investment returns. The Investment Manager carries out bottom-up company specific analysis to compare against current market security prices and broader market sentiment. The Fund will base its investment selection on in-depth fundamental analysis, but will assess on an ongoing basis that allocations to various sectors and themes are in line with top-down macroeconomic views. The Fund will invest in shares and other securities with equity characteristics, such as preferred stock, warrants, rights, 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 gain

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No