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Make a difference

With impact investing, investors can help solve the world’s major social and environmental problems while potentially earning attractive returns. Impact investing is a subset of traditional investing that helps people align personal values with financial goals. We aim to deliver competitive returns for shareholders by investing in companies dedicated to impact causes whose innovative solutions are supported by long-term societal trends.

Short-term volatility is possible given the smaller size and disruptive nature of some companies, making the approach more suitable for long-term investors.

Child flipping through a book

GLOBAL IMPACT ANNUAL REPORT

From safer food and affordable housing to clean energy and internet access, companies in the Global Impact Portfolio have improved the lives of millions of people around the world. See highlights from the past year, read some of our latest research and learn about the measurable results these companies are delivering.

Wellington Global Impact Fund

All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less at the time of the original investment. INVESTORS SHOULD REFER TO THE FUND PROSPECTUS AND KEY INVESTOR INFORMATION DOCUMENT FOR A FULL LIST OF RISK FACTORS AND PRE-INVESTMENT DISCLOSURES BEFORE INVESTING.

Impact themes

The 10 themes in Global Impact represent major social and environmental challenges and include ample publicly listed companies. Though developed prior to the UN’s Sustainable Development Goals, our impact themes align closely with them.

  • sleep icon

    Life Essentials

    • Affordable housing
    • Clean water and sanitation
    • Health
    • Sustainable agriculture and nutrition
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    Human Empowerment

    • Digital divide
    • Education and jobs training
    • Financial inclusion
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    Environment

    • Alternative energy
    • Resource efficiency
    • Resource stewardship

The Wellington Global Impact Fund supports the UN’s Sustainable Development Goals

SDG - No poverty
SDG logo - zero hunger
SDG logo - good health and well-being
SDG logo - Quality education
SDG logo - Gender equality
SDG logo - clean water and sanitation
SDG logo - Affordable and clean energy
SDG logo - decent work and economic growth
SDG logo - Industry, innovation, and infrastructure
SDG logo - reduced inequalities
SDG logo - sustainable cities and communities
SDG logo - responsible consumption and production
SDG logo - climate action
SDG logo - Life below water
SDG logo - Life on land
SDG logo - peace, justice and strong institutions
SDG logo - partnerships for the goals
SDG logo - sustainable development goals

Sources: UN.org, Wellington Management

Measuring Impact

Measuring impact is central to our impact investing process. Through extensive research and the development of proprietary key performance indicators (KPIs), we seek to determine each company’s progress toward effecting positive social and environmental change. By adopting a structured, repeatable methodology, we aim to hold ourselves — and the companies we invest in — to high standards of accountability for measuring and achieving impact.

KPI logic chain and examples of metrics

  1. Input

    • Capital spending
    • Research
    • Specialized knowledge
    • Supplies
  2. Activity

    • Product development
    • Construction activity
    • Drug testing
    • Training programs
  3. Output

    • Students educated
    • Units sold
    • Patients treated
    • Loan value provided
  4. Outcome

    • Salary increases
    • Health improvements
    • Living conditions improvements
    • CO2 emissions avoided
  5. Impact

    • Reduction in poverty
    • Lives saved
    • Economic and social empowerment
    • Health care cost savings

The KPI examples are for illustrative purposes only.

Role in a portfolio

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    Potential return enhancement

    Gain exposure to disruptive, innovative companies targeting large, underserviced markets.

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    Values alignment

    Help provide capital to companies whose core business seek to addresses critical social and environmental issues.

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    Diversification

    Add exposure to companies and themes that tend to be underrepresented in traditional investment strategies.

  • Liquid component

    Liquid complement

    Complement private-market impact investments with more liquid, easier to access public equities.

Returns cannot be guaranteed and your capital may be at risk. Investors should refer to the Fund prospectus and key investor information document for a full list of risk factors and pre-investment disclosures before investing.

Eric Rice

Eric M. Rice, PhD

Portfolio Manager

Eric is the architect of Wellington Management’s social impact strategy. He manages our flagship Global Impact portfolio and is a thought leader for the development of social impact and other thematic investment ideas that support the firm’s portfolio managers and analysts. He has a long history as an analyst on several investment portfolios, conducting investment research that ranges across all regions and macro-level issues, and incorporating investment themes into portfolios at the security level. His passion for social impact developed initially through his service as a US diplomat in Rwanda and deepened during his doctoral studies and through his position as a country economist at the World Bank.

Louise Kooy-Henckel

Louise Kooy-Henckel

Investment Director

In her role as investment director at Wellington Management, Louise has a particular focus on impact investing (environmental and social). She is responsible for a range of equity investment approaches, including our Global Impact equity offering, for clients in Europe, the Middle East and Africa. She is involved with the integrity of the investment approaches by overseeing portfolio positioning, performance and risk exposures. Louise also meets with clients, prospects and consultants to communicate the investment philosophy, strategy, positioning and performance. She has a strong vision for raising the awareness and understanding of impact investing and engages institutional investors and other asset owners to help them invest in ways that maximise their value alignment without compromising their fiduciary responsibility. Louise is an alumna of the Impact Investing Programme at the University of Oxford, Saïd Business School.

Joy Perry

Joy Perry

Investment Director

As an investment director at Wellington Management, Joy works with strategies focused on sustainable and impact investing. She covers a range of global investment approaches, including our Global Impact equity offering. She oversees portfolio positioning, performance, and risk exposures, communicating those to clients, prospects, and consultants. During her tenure at Wellington, Joy’s investment coverage has focused on strategies related to agriculture, alternative energy, climate change, and environmental sustainability. She has a strong interest in the evolving nature of the energy sector which, she believes, will open up exciting opportunities for investors. She sees impact investing as the next step for institutional investors, as it allows for alignment of their investment decisions with their beliefs and values.

Quyen Tran

Quyen V. Tran

Equity Portfolio Specialist

Quyen assumed a strategic role before the product launched, developing key relationships with the broader impact investing community and engaging in thought partnership that helped shape Wellington’s impact strategy and its approach to impact measurement. She is a strong advocate of democratizing access to impact investing, speaks at impact conferences, and authors whitepapers. Quyen also analyzes portfolio performance, positioning, risk exposures, and meets with clients. Quyen’s passion for social enterprise was kindled by her experiences as a student in India, classroom teacher in Vietnam, volunteer for public school children in the US, and member of Harvard Business School’s Alumni for Impact initiative.

Ueki Hideo

Hideo Ueki,

Director of Equity Product Management

As an investment director, Hideo covers a range of equity/multi-asset investment approaches, including our Global Impact equity offering, for clients in Japan. He oversees portfolio positioning, performance, and risk exposures and communicates those to clients, prospects, and consultants. He chairs the ESG Task Force for the Tokyo office, supporting ESG engagement initiatives by the firm. He traces his passion for impact investing to his experience at UBS Global Asset Management, where, in 1998, he was named lead portfolio manager of the environmental fund Eco Hakase. That experience closely involved him with UBS’s environmental analysis team and the Japan Research Institute, a leader in environmental research. He also contributed to the book Socially Responsible Investment — New Form of Corporate Finance by Professor Kanji Tanimoto (2007).

Growing demand, growing opportunity

We believe solving pressing global problems will likely require far more funding than governments or private investments can provide. Public market impact investing can help make up the shortfall.

1.6 billion people live without adequate shelter1

Nearly 25% of people live in conditions harmful to their health and well-being2

45% of World Health Organization member countries have fewer than one physician 1,000 people3

Of 10,000 known diseases, treatments exist for just 5004

617 million children worldwide lack basic mathematics and literacy skills5

Each year, 1 in 6 students drops out of high school in the US6

Unsafe food poses enormous risk, particulary for young children, who account for 40% of foodborne diseases worldwide7

1 Habitat for Humanity, 2018. 2 ibid. 3 World Health Organization, 2018. 4 FasterCures (a Center of the Milken Institute), 2018. 5 United Nations Sustainable Development Goals. 6 “Digest of Education Statistics,” National Center for Education Statistics, 2017. 7 “Foodborne Illnesses Cost US$110 Billion Per Year in Low- and Middle-Income Countries,” The World Bank, 23 October 2018.

GIIN member logo

ImpactBase logo

Wellington Global Impact Fund is listed on the ImpactBase platform

Toniic logo

Wellington Global Impact Fund is featured on the Toniic fund platform

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Featured insights

Past performance is no guarantee of future performance and can be misleading. Fund returns are shown net of fees. Source: Wellington Management

© 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise, transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund after carefully reading and understanding the prospectus and KIID for the fund which contain further information on the risks and features of the fund. Unless stated otherwise, data is as at previous month end. 

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