Sustainable Finance Disclosure Regulation

Wellington Management aims to approach the Sustainable Finance Disclosure Regulation (SFDR), part of the EU’s Action Plan for Financing Sustainable Growth, with investment integrity and in a manner consistent with our clients' expectations.

Sustainability Risk Investment Policy
The following documents provide information about our policies for integrating sustainability risks into our investment decision-making process.
ADVERSE SUSTAINABILITY IMPACTS STATEMENTS
The following documents provide information about how we consider the principal adverse impacts of our investment decisions on sustainability factors.
FRAMEWORK FOR EVALUATING GOVERNANCE PRACTICES

The following document describes our governance practices.

Document
Effective date
Download
Good Governance Assessment for Article 8 and 9 SFDR
10/03/2021
English
EXCLUSIONS

The following documents contain information about the type of issuers that our funds may avoid investing in (referred to as ‘exclusions’). Information on whether and how exclusions are used by a fund is available in the investment objectives and policy disclosures sections of the funds’ prospectuses

Document
Effective date
Download
Wellington Management Exclusions Policy
10/03/2021
English
FUND DISCLOSURES