Wellington Durable Enterprises D $

The Fund seeks long-term total returns. The Fund will be actively managed, investing primarily in companies globally (including emerging markets) that the The investment manager of the Fund (the 'Investment Manager') considers to be durable companies and that have a minimum market capitalisation of USD 2 billion at initial purchase. Durable companies are those that the Investment Manager considers to exhibit stability and anticipates will generate positive returns over time. The Investment Manager looks for stability in less conventional places such as small and mid-cap stocks, less favoured geographies or companies that are not favoured by either growth, quality or value investors. The Fund will generally be diversified by country, currency, industry and issuer, but may hold concentrated positions from time to time. 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 MSCI All Country World Index ("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 seek to support certain environmental and social characteristics and will abide by the following binding restrictions:- The Fund will not invest in the securities of any company involved in the production or mining of fossil fuels or the mining of metals.- The Fund will not invest in companies that have supply chains which are not free from child labour or forced l

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No