Wellington Global Impact Fund GBP S Ac
ISIN IE00BFZ58P54 / Valor 42908172
Wellington Global Impact Fund GBP S Ac
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General Objective
The Fund seeks long-term total returns through a sustainable objective of investing in companies addressing social and environmental needs in a differentiated way.
Fund Exposure
The Fund primarily invests in global equities of companies focused on generating positive social or environmental change alongside financial returns. It targets companies within impact categories such as life essentials, human empowerment, and the environment, with a bias towards small to mid-cap companies. The Fund may hold concentrated positions within Impact Themes and invest in developed countries, with up to 40% exposure to emerging and frontier markets.
Risks
The Fund is subject to risks such as unexpected capital loss due to economic, regulatory, or political factors, concentration risk within securities or sectors, counterparty risk, currency exchange rate fluctuations, complexity and valuation risks linked to derivatives, volatility in emerging markets, equity market fluctuations, imperfect hedging strategies, and liquidity risks.
Source
https://www.wellington.com/en-de/institutional/funds/global-impact-fund
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