Wellington Emerging Markets Equity D Cap $ Unh

The Fund seeks long-term total returns. The Fund will be actively managed seeking to outperform the MSCI Emerging Markets Index (the "Index"), investing primarily in equity securities of companies that are either located in emerging markets or which conduct substantial business in emerging markets. The investment manager of the Fund (the 'Investment Manager') uses bottom-up fundamental research on companies, industries, and countries to seek to identify emerging markets stocks with the strongest returns, adjusted for risk and liquidity. The Index is designed to measure large and mid-cap equity market performance across global emerging markets. The Fund will be diversified across markets, sectors and companies. 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 may be considered during portfolio construction and is used for performance comparison purposes. Fund securities may be components of the Index but are not expected to have similar weightings. The Investment Manager may limit the extent that country, sector and security weightings differ from the Index but this should not be expected to limit the Fund's ability to achieve long-term total returns in excess of the Index. The Fund will seek to support certain environmental, social and governance ("ESG") characteristics by investing at least 80% of the Fund's net assets in companies rated 1-3 for ESG criteria on an internal rating scale of 1-5, where 1 is the highest rating. To further promote appropriate policies and practices with regard to child labour and forced labour, the Fund excludes companies which have been assessed to be in violation of United Nations Global Compact principles 4 (busi

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No