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Please review and accept the terms of use and privacy policy

  • Terms of use:

    You are about to enter a website for professional investors and intermediaries and the information contained herein is not suitable for retail investors. Any person unable to accept these terms and conditions should not proceed any further.

    The use of Wellingtonfunds.com (this “Website”) is subject to the following terms and conditions (the “Terms”). After you have read and understood these Terms, you may click “Accept” to confirm that you agree to the Terms.

    By clicking “Accept” you:

    (i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;

    (ii) represent and warrant that the jurisdiction you have selected is the applicable jurisdiction for the intended investment activities, and that you are not resident in the United States of America and are not a U.S. Person;

    (iii) confirm that you are accessing this Website in compliance with the laws and regulations of the jurisdiction you have selected, and all other applicable laws, rules and regulations;

    (iv) represent and warrant, if applicable, that you are authorised to accept these Terms and use or access (or attempt to use or access) this Website on behalf of your employer, your client, or both, and that in doing so you are acting within the scope of your duties and, at all times, on behalf of your employer, your client or both; and

    (v) hereby represent and warrant that you are not a private investor or retail client (as defined in the Markets and Financial Instruments Directive 2014/65/EC as amended or updated) and that you shall not in any circumstances use or rely on any information displayed on this Website for your own personal investment use.

    If you do not agree with these Terms you must refrain from using this Website.

    In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Website or, as the context requires, the legal entity on whose behalf a user uses or accesses (or attempts to use or access) this Website. References to “Wellington Management”, “we” and “us” are references to Wellington Management International Limited.

    By entering this Website, you acknowledge and agree to be bound by each of the following terms and conditions, together with any additional terms and conditions that apply to individual webpages, documents or other attachments contained within this Website (together, the "Conditions of Use"). If there are any Conditions of Use that you do not understand or agree with, you must leave this Website or the webpage in question (as applicable) immediately and delete immediately from the memory of your computer all documents from this Website.

    1. About this Website: The information on this Website is issued and communicated by Wellington Management International Limited (“Wellington Management,” “we” and “us”), which is authorised and regulated by the Financial Conduct Authority of the United Kingdom. This Website contains information about various umbrella funds (each an “Umbrella Fund” and together the “Umbrella Funds”) and their sub-funds (the “Funds”) which have been registered, or otherwise notified, for public distribution and marketing in the jurisdiction you have selected.

      Please note that the fact of such registration or notification does not mean that any regulator (including the Commission de Surveillance de Secteur Financier (CSSF), the Central Bank of Ireland or any national regulator of your jurisdiction) has determined that the Funds are suitable for all or any investors. The Funds referred to on this Website may not be suitable investments for you and you should therefore seek professional investment advice before making a decision to invest in any of the Funds.

    2. Access to this Website: In order to access this Website, you have been asked to select the jurisdiction which is applicable for the intended investment activities. Your selection will be used to determine the information that you will be able to access on this Website. You hereby represent and warrant to Wellington Management that the information that you have provided is true, accurate and complete and you undertake to notify us of any change to such information. Failure to provide us with accurate information will be treated as a material breach of these Terms. Certain Funds may not be available in all geographical locations and so information about certain Funds may not be available to all users of this Website. You must not attempt to gain access to areas of this Website other than those made available to users in the jurisdiction you selected. If the jurisdiction you should select changes, you must access this Website selecting your new jurisdiction. You should be aware that this may result in you not being able to access (i) information in relation to the same Funds as previously, or (ii) any information at all. Please note that the fact of selecting a jurisdiction does not mean that all or any of the Funds in relation to which information is made available, have been deemed suitable for you.

      When using this Website you must comply with all applicable local, national and international laws and regulations including those related to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Website in certain countries and the Umbrella Funds, Wellington Management and its affiliates disclaim all responsibility if you access or download any information from this Website in breach of any law or regulation of the United Kingdom, the jurisdiction in which you are residing or domiciled or the jurisdiction from which you access the Website.

      If you are acting as a financial adviser or intermediary, you agree to access this Website only for the purposes for which you are permitted to do so under applicable law. If you are acting as a financial adviser or intermediary and provide services to clients categorised as retail clients under the Markets and Financial Instruments Directive 2004/39/EC as amended or updated (“MiFID”), you agree that you will not share with or provide to your retail clients any information available on this Website that has not been approved for retail use and is not otherwise suitable for your retail clients.

      Wellington Management reserves the right to suspend or withdraw access to any page(s) included on this Website without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.

    3. No Market Timing: You agree not to engage in any “market timing” practices with respect to your investment in any Fund and shall take all reasonable steps to ensure that no user authorised to access this Website on your behalf engages in any such market timing practices. For these purposes, “market timing” shall include engaging in any trading strategy with the intention of taking advantage of short term changes in market prices including (without limitation) by engaging in: (i) excessive trading, (ii) late trading or (iii) market abuse.

    4. U.S. Persons: Interests in the Funds are not being offered, and will not be sold, within the United States or to, or for the account or benefit of, any U.S. Person. The term U.S. Person shall have the meaning given to it in Regulation S under the United States Securities Act of 1933, as amended, and includes, among other things, U.S. residents and U.S. corporations and partnerships.

    5. Selling Restrictions: The distribution of the information and documentation on this Website may be restricted by law in certain countries. This Website, and the information and documentation on it, are not addressed to any person resident in the territory of any jurisdiction where such distribution would be contrary to local law or regulation. Not all the Funds in relation to which information is available on this Website are available in all geographical locations and so not all areas of this Website will be accessible to all users. The Funds are not available, and offering materials relating to them will not be distributed, to any person resident in any jurisdiction where such distribution would be contrary to local law or regulation.

    6. No Investment Advice: The information on this Website is provided for information only and on the basis that you will make your own investment decisions.

      Nothing contained on this Website constitutes, and nothing on this Website should be construed as, investment advice or a recommendation to buy, sell, hold or otherwise transact in any investment including interests in the Funds. It is strongly recommended that you seek professional investment advice before making any investment decision.

      The information on this Website does not take account of any investor's investment objectives, particular needs or financial situation. Investment in the Funds may not be suitable for you. In addition, nothing on this Website shall, or is intended to, constitute financial, legal, accounting or tax advice.

      Unless agreed separately in writing with a client, Wellington Management and its affiliates neither provide investment advice to, nor receive and transmit orders from, investors in the Funds nor do they carry on any other activities with or for such investors that constitute “investment services” or “ancillary services” for the purposes of MiFID.

      You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision. You should also inform yourself as to (a) the possible tax consequences, (b) the legal requirements and (c) any foreign exchange restrictions or exchange control requirements which you might encounter under the laws of the countries of your citizenship, residence or domicile and which might be relevant to the subscription, holding, transfer or disposal of interests in the Funds.

      Any opinion, article, comment, financial analysis, market forecast, market commentary or other such information which is published on this Website is not binding on Wellington Management or its affiliates nor are they deemed responsible for the opinions or information offered.

    7. Past Performance; Forecast; Simulation: To the extent that this Website contains any information regarding the past performance and/or forecast of the Funds, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Website contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as the basis for an investment decision. Results may vary.

      The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested and may lose all of their investment. The value of investments in the Funds may be affected by the price of underlying investments. Exchange rate changes may cause the value of overseas investments to rise or fall.

    8. Price Information: All prices or values may not reflect actual prices or values that would be available in the market at the time provided or at the time you may decide to purchase or sell an interest in a particular Fund.

    9. Risk Warnings: There are significant risks associated with an investment in any of the Funds. Investment in the Funds is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure that you have fully understood such risks before taking any decision to invest.

      Investments in the Funds are neither insured nor guaranteed by any investor compensation scheme and are not deposits or obligations of, or guaranteed by, any entity within the Wellington Management group.

      These Terms do not represent a complete statement of the risk factors associated with an investment in the Funds. The offering documents for each Fund contain risk warnings which are specific to the relevant Fund. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.

    10. Offering Documents: The terms of any investment in a Fund are governed by the documents establishing such terms. An application for interests in any of the Funds should only be made having fully and carefully read the offering documents, which are the relevant prospectus, key investor information document, the latest financial reports and any other offering documents for the relevant Fund which are available on this Website and upon request from the fund representative in your jurisdiction and specified in the prospectus for the relevant Fund.

      It is your responsibility to use the offering documents and by making an application to invest in a Fund you will represent that you have read the prospectus for the relevant Fund, the appropriate key investor information document for the Fund and any other applicable offering document and will agree to be bound by its contents.

    11. Information on this Website: This Website, and the information on it, are provided for information purposes only and do not constitute an invitation, offer or solicitation to engage in any investment activity including to buy, hold or sell any investment including any interests in the Funds.

      The information on this Website is provided in good faith and reasonable care has been taken to ensure that such information is accurate, current and fit for its intended purpose. To the extent that any information on this Website relates to a third party, this information has been provided by that third party and is the sole responsibility of such third party and, as such, Wellington Management and its affiliates accept no liability for such information. No representation or warranty of any kind regarding the accuracy, adequacy, validity, completeness or timeliness of the information on this Website or the error-free use of this Website is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. No warranty of any kind, express or implied, including but not limited to the warranties of non-infringement of third-party rights, title, merchantability, fitness for a particular purpose, and freedom from computer virus is given in conjunction with the information, materials, products, and services on the Website. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Wellington Management does not warrant that the Website will meet your needs. You agree to assume the entire risk as to your use of the Website. Any person who acts upon, or changes his investment position in reliance on information contained on this Website, does so entirely at his own risk. In the event of any inconsistency between the information on this Website and the terms of the relevant offering documents, the terms of the offering document shall prevail.

      Information posted on this Website is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All content on the Website is subject to modification from time to time without notice. Please contact Wellington Management (using the details in the “Contact Us” section below) for further information regarding the validity of any information contained on this Website. This Website and most of the documentation contained within it is provided in the English language and you represent and warrant that you understand the English language.

    12. Conflicts of Interest: Wellington Management, its affiliates and their directors, officers, employees or clients may have or have had interests or long or short positions in any investment product or other financial instruments underlying any investment product referred to on this Website and may at any time make purchases and/or sales in them as principal or agent. In addition, Wellington Management and/or its affiliates may act or have acted as market maker in any investment product, or financial instruments underlying such investment product or entered into an arrangement to hedge the market risk associated with the investment products. The Wellington Management group has conflicts of interest policies in place which specify the procedures that they follow and the measures that they have adopted in order to avoid such conflicts or to manage such conflicts in a way that ensures fair treatment for clients.

    13. Monetary Benefits: You agree that we may, to the extent permitted by applicable laws and regulations, share charges or commission with affiliates of Wellington Management or other third parties, or receive remuneration from them, in respect of transactions you carry out in relation to the Funds described on this Website. Where relevant, we may disclose such arrangements to you. Details of any such arrangements are available on request.

    14. Liability: No warranty is given that the contents of this Website are compatible with all computer systems or browsers or that this Website shall be available on an uninterrupted basis.

      The internet is not a completely reliable transmission medium and none of the Umbrella Funds, Wellington Management or any of its affiliates accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from the Umbrella Funds, Wellington Management or any of its affiliates. Any such transmission of information is entirely at your own risk and any material downloaded from this Website is downloaded at your own risk.

      The information on this Website is provided “as is” and “as available”. To the extent permitted by law, no guarantee or representation, express or implied, is made as to the accuracy, validity, timeliness, completeness or continued availability of any information made available on the Website. The Umbrella Funds, Wellington Management, its affiliates and each of their directors, officers, employees and/or agents expressly exclude all conditions, warranties, representations, and other terms which might otherwise be implied by statute, common law or the law of equity to the fullest extent permitted by applicable law or regulation.

      In no event will the Umbrella Funds, Wellington Management, or any of its affiliates be liable to any person for any direct, indirect, special or consequential damages, losses or liabilities arising out of any use of, or inability to use, this Website or the information contained on it including, without limitation, lost profits, business interruption, any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, line or system failure, loss of programs or data on your equipment or otherwise, even if the Umbrella Funds, Wellington Management or its affiliates is expressly advised of the possibility or likelihood of such damages, losses or liabilities, unless such damages, losses or liabilities are due to the Umbrella Funds’, Wellington Management’s or its affiliates’ negligence, wilful default, fraud or material breach of the Umbrella Funds’, Wellington Management’s or its affiliates’ obligations under applicable law or regulation.

      This does not affect the liability of the Umbrella Funds, Wellington Management, or its affiliates for any loss or damage which cannot be excluded or limited under applicable law.

    15. Indemnification: As a condition of your use of the Website, you agree to indemnify and hold the Umbrella Funds, Wellington Management, and its affiliates, and their respective partners, directors, employees, and agents harmless from and against any and all claims, losses, liability, costs, and expenses (including but not limited to legal fees) arising from your use of the Website or from your violation of these Terms, unless such claims, losses, liability, costs or expenses are due to the Umbrella Funds’, Wellington Management’s or its affiliates’ negligence, wilful default, fraud or material breach of the Umbrella Funds’, Wellington Management’s or its affiliates’ obligations under applicable law or regulation.

    16. Intellectual Property: The entire content of this Website is subject to copyright with all rights reserved. All materials on this Website are owned or licensed by the Umbrella Funds, Wellington Management, its affiliates and/or its third-party providers and are protected by UK and international intellectual property laws. Unless otherwise indicated, all service marks, trademarks, and logos appearing on this Website are the exclusive property of the Wellington Management group. You may not copy, display, distribute, download, license, modify, publish, repost, reproduce, sell, transmit, use to create a derivative work, or otherwise use for public or commercial purposes the content of this Website without the prior written permission of Wellington Management.

    17. Privacy: Please see our privacy policy which is contained on this Website for information about how the Wellington Management group protects your personal data, including personal data collected through this Website. You will be asked to agree to the terms of our privacy policy when selecting your relevant jurisdiction.

    18. Cookies: When you visit this Website, a Wellington Management group company server will record your IP address together with the date, time, page visited and duration of your visit. Please note that the Wellington Management group uses cookies on this section of the Website. Cookies are small pieces of software that are issued to your computer or device and that store and sometimes track information about your use of the site. Cookies on this Website may collect a unique identifier, user preferences and profile information and membership information from which it is possible to identify individual users. The Wellington Management group also uses cookies to collect general usage and volume statistical information that does not include personally identifiable information. Some cookies may remain on the user’s computer after they leave this Website (these are known as persistent cookies). For more information about cookies including how to set your internet browser to reject cookies, please go to www.allaboutcookies.org or http://youronlinechoices.eu.

      By using this Website, you agree that the Wellington Management group can place cookies on your device which collect the data and for the purposes described above and as further detailed in the Cookie Policy. If you delete cookies relating to this Website, we will not remember things about you, you will be treated as a first-time visitor the next time you visit this Website and we will not be able to tailor your experience of this Website.

      The Wellington Management group has engaged one or more third party service providers to track and analyze usage and volume statistical information from visitors to this Website. The service provider(s) set cookies on behalf of the Wellington Management group. The Wellington Management group may re-associate the information provided by the technologies directly above with other personal information we hold about you. By using this Website, you agree that third parties can place cookies on your device as described above.

    19. Your use of this Website: You must not use this Website (or permit or procure others to use it) as follows:
      • for any unlawful, improper or illegal purpose or activity;
      • to communicate or receive information that is obscene, indecent, pornographic, sadistic, cruel, or racist in content, of a sexually explicit or graphic nature, which promotes or incites discrimination, hatred or racism or which might be legally actionable for any reason;
      • in a manner intended to threaten, harass, or intimidate;
      • to violate Wellington Management’s or any third party's copyright, trademark, proprietary or other intellectual property rights;
      • to damage Wellington Management’s name or reputation or that of Wellington Management’s affiliated companies or any third parties;
      • to impersonate any of Wellington Management’s employees or other person or use a false name while using this Website or implying an association with Wellington Management;
      • to penetrate Wellington Management’s security measures or other entities' systems ("hacking");
      • to transmit unsolicited voluminous emails (for example, spamming) or to intercept, interfere with or redirect email intended for others using this Website;
      • to generate excessive amounts of internet traffic, to interfere with Wellington Management’s network or other’s use of this Website or to engage in activities designed to, or having the effect of, degrading or denying service to other users of this Website or others;
      • to introduce viruses, worms, harmful code and/or Trojan horses onto the internet or into this Website or any other entity’s systems and it is your responsibility to ensure that whatever you download or select for your use from this Website is free from such items;
      • to post or transmit information that is defamatory, fraudulent or deceptive including, but not limited to, scams such as "make-money-fast" schemes or "pyramid/chain" letters; and/or
      • to transmit confidential or proprietary information, except solely at your own risk.

    20. Linked Websites: Links to websites operated by third parties are provided for information only and do not constitute any form of advice, endorsement or recommendation of such websites or the material on them. Wellington Management accepts no responsibility for information contained on any other sites which can be accessed by hypertext link from this Website or for these sites not being available at all times. Wellington Management has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. Please note that when you click on any external site hypertext link you will leave this Website. You should review the privacy statements of such websites before you provide any personal or confidential information.

    21. Website Security and Restrictions on Use: As a condition to your use of this Website, you agree that you will not, and you will not take any action intended to: (i) access data that is not intended for you; (ii) invade the privacy of, obtain the identity of, or obtain any personal information about any other user of this Website; (iii) probe, scan, or test the vulnerability of this Website or Wellington Management’s network or breach security or authentication measures without proper authorisation; (iv) attempt to interfere with service to any user, host, or network or otherwise attempt to disrupt our business; or (v) send unsolicited mail, including promotions and/or advertising of products and services. Unauthorised use of the Website, including but not limited to unauthorised entry into Wellington Management’s systems or misuse of any information posted to a web site, is strictly prohibited.

    22. Amendment: Wellington Management may delete or make changes to these Terms and to the information contained on this Website at any time. Where such amendments are made, you will be required to accept any such changes in order and prior to continue to use the Website. If you do not accept such revised Terms, you may no longer be able to access this Website. If any provision of these Terms is found by any court or authority of competent jurisdiction to be illegal, void or invalid under the laws of any jurisdiction, the legality, validity or enforceability of the remainder of these Terms in that jurisdiction shall not be affected and the legality, validity and enforceability of the whole of these Terms in any other jurisdiction shall not be affected.

    23. Third Parties: The Umbrella Funds, Wellington Management, and its affiliates shall have the benefit of the rights conferred on them by these Terms but otherwise no person who is not a party to these Terms may enforce its terms under the Contracts (Rights of Third Parties) Act 1999.

    24. Applicable Law: These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of England and Wales.

    25. Jurisdiction: You agree that the English courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms (whether arising out of or in connection with contractual or non-contractual obligations) (“Proceedings”) and waive any objection to Proceedings in such courts on the grounds of venue or on the grounds that Proceedings have been brought in an inappropriate forum. You further agree that this paragraph operates for the benefit of the Umbrella Funds, or Wellington Management and accordingly the Umbrella Funds, or Wellington Management shall be entitled to take Proceedings in any other court or courts having jurisdiction.

    26. About Wellington Management International Limited and the Umbrella Funds:
      Wellington Management International Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom and is entered on the register maintained by the Financial Conduct Authority and the Prudential Regulation Authority (Reference number: 208573). Its registered office is at Cardinal Place, 80 Victoria Street, London SW1E 5JL, United Kingdom and its VAT number is GB420309205. Wellington Management International Limited is an appointed distributor to the Funds.

      Wellington Management Funds (Ireland) Plc is an umbrella type open-ended investment company with variable capital and segregated liability between its sub-funds, incorporated with limited liability under the laws of Ireland with registered number 267944 and is authorised in Ireland as a UCITS pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations, 2011 (S.I. No. 352) as amended from time to time. Wellington Management Funds (Ireland) Plc’s registered address is 25-28 North Wall Quay, International Financial Services Centre, Dublin 1, Ireland.

      Wellington Management Funds (Luxembourg) is an open-ended unincorporated mutual investment fund (fonds commun de placement), and is governed by Part I of the Luxembourg Law of 17th December, 2010, as amended from time to time, and qualifies as a UCITS fund. Wellington Luxembourg S.à r.l. is the appointed management company of Wellington Management Funds (Luxembourg). Wellington Luxembourg S.à r.l. is a société à responsabilité limitée registered in Luxembourg and authorised by the Commission de Surveillance du Secteur Financier (the CSSF) as a management company authorised under chapter 15 of the Luxembourg law of 17 December 2010 on undertakings for collective investment, as amended. Wellington Luxembourg S.à r.l.’s registered address is at 33, Avenue de la Liberté, L-1931 Luxembourg.

    27. Contact Us: If you have any enquiries in relation to this Website or the information on it, please contact Wellington at infofunds@wellington.com.

    Effective as of 3rd January 2018
  • Privacy policy:

    At Wellington we respect your privacy and we are committed to keeping your personal data secure. This notice (the “Privacy Notice”) explains how we use the personal data that Wellington collects or is provided to Wellington. “Wellington”, “we” or “us” means Wellington Management International Limited with its registered office at Cardinal Place, 80 Victoria Street, London, SW1E 5JL or any of its subsidiaries, affiliates and other companies in the Wellington group (the “Wellington Group”) or any fund sponsored by a member of the Wellington Group (a “Wellington Fund”) together (“Wellington”). This Privacy Notice is directed to individuals whose personal data we or our third party processors handle in the course of carrying on our commercial activities, including a client of Wellington or an investor in any Wellington Fund, or a member, partner, trustee, shareholder, beneficial owner, officer, director, employee or other representative of any client of Wellington or of any investor in any Wellington Fund, including any prospective client or investor (“you”). The name of the specific Wellington entity which processes your personal data, will depend on which of our services you use.  We'll let you know which entity you have a relationship with when you invest with us. More information about the companies making up Wellington is provided on our website and you can find out more at www.wellingtonfunds.com.

    Wellington Management International Limited is appointed as the European Union (the “EU”) representative in relation to data protection issues for those Wellington Group companies that are located outside of the EU. Where you would like to contact a Wellington Group organization located outside of the EU, you may contact the representative in the manner detailed in the “Contacting Us” section below instead of, or in addition to, directly contacting the Wellington Group organization located outside of the EU.

    About this privacy notice This Privacy Notice governs the handling of personal data by Wellington in the course of carrying out our investment management and related activities. Wellington is responsible for ensuring that we use your personal data in compliance with applicable data protection law. The Privacy Notice sets out the basis on which any personal data about you will be processed by us.

    Personal data that we collect and process about you

    Information that you provide to Wellington. This includes information about you that you provide to us. The nature of our relationship with you will determine the kind of personal data we might ask for, though such information may include (by way of a non-exhaustive list):

    • basic personal data such as name, address, employment/position in the company, company name, company email address, business phone number, business address; and
    • sensitive personal data such as information we handle about your nationality, place of birth, health related information, disability status, or details of political affiliations.

    Information that we collect or generate about you. This includes:

    • files that we may produce as a record of our relationship with our clients and prospective clients, including contact history;
    • any personal data that you provide during telephone and email communications with us which we may monitor and record in order to resolve complaints, improve our service and in order to comply with our legal and regulatory requirements; and
    • details about your use of Wellington websites which may include internet browser history, IP addresses, and access to application forms.

    Information that we obtain from other sources. This includes:

    • information from publicly available sources (including third party agencies such as credit reference agencies; fraud prevention agencies; law enforcement agencies; public databases, registers and records such as Companies House and the FCA Register; and other publicly accessible sources);
    • information obtained from the transfer agents or administrators of Wellington Funds distributors or financial intermediaries, platforms, professional advisers including consultants, lawyers and tax advisers, product providers, event organisers, and other agents and/or representatives; and
    • information obtained from sanctions checking and background screening providers.

    Uses of your personal data Your personal data may be stored and processed by us in the following ways and for the following purposes:

    • to manage your relationship and/or account with Wellington;
    • to assess clients’ and prospective clients’ applications or contracts for Wellington products and services;
    • to keep our records up to date;
    • for ongoing review and improvement of the information provided on Wellington’s websites to ensure they are user friendly and to prevent any potential disruptions or cyber-attacks;
    • to monitor IT systems in order to protect against cyber threats or malicious activity including abuse and misuse;
    • to communicate with clients and prospective clients in order to provide services or information about Wellington and other Wellington products and services;
    • to effectively manage and strengthen client and prospective client relationships, understand client and prospective client needs and interests and learn more about our clients and prospective clients in order to develop, improve and manage the products and services we can offer;
    • for the management and administration of Wellington’s business; or
    • in order to comply with and in order to assess compliance with applicable laws, rules and regulations, and internal policies and procedures.
    We may use your personal data in these ways for a variety of reasons. These include:
    • we are performing our contractual obligations;
    • we have obtained your consent;
    • we have legal and regulatory obligations that we have to discharge;
    • we may need to in order to establish, exercise or defend our legal rights or for the purpose of legal proceedings; or
    • the use of your personal data as described is necessary for our legitimate business interests, such as:
      • allowing us to effectively and efficiently manage and administer the operation of our business;
      • maintaining compliance with internal policies and procedures; and
      • enabling quick and easy access to information on Wellington products.

    Disclosure of your information to third parties We may share your personal data within the Wellington Group for the purposes described above. We may also share your personal data outside of the Wellington Group as further described below:

    • with our business partners who will be subject to appropriate data protection obligations;
    • with representatives, agents, custodians, intermediaries and/or other third party product providers appointed by the client or prospective client (such as accountants and professional advisors);
    • with third party agents and contractors for the purposes of them providing services both to us (for example, Wellington’s accountants, professional advisors, IT and communications providers, background screening providers, credit reference agencies) and to clients or prospective clients. These third parties will be subject to appropriate data protection obligations; and
    • to the extent required by law or regulation, for example if we are under a duty to disclose your personal data in order to comply with any legal obligation (including, without limitation, in order to comply with tax reporting requirements and disclosures to regulators, auditors or public authorities), or to establish, exercise or defend our legal rights.

    International transfers of personal data Wellington is a global business and as a result we or our third party processors collect and transfer personal data globally and may transfer your personal data to locations outside of your country. Your personal data may also be processed by individuals operating outside your country who work for Wellington or for one of our vendors. Where Wellington transfers your personal data to another country it is required to do so in a manner consistent with legal requirements. In relation to data being transferred outside of the European Economic Area (the “EEA”), for example, this may be done in one of the following ways:

    • the country to which we send your personal data might be approved by the European Commission as offering an adequate level of protection for personal data;
    • the recipient might have signed up to a contract based on “model contractual clauses” approved by the European Commission, obliging it to protect your personal data;
    • where the recipient is located in the US, it might be a certified member of the EU-US Privacy Shield scheme; or
    • in other circumstances the law may permit us to otherwise transfer your personal data outside the EEA.
    You can obtain more details of the protection given to your personal data when we transfer it outside the EEA (including a copy of the standard data protection clauses which we have entered into with recipients of your personal data) by contacting us as described in “Contacting Us” section below.

    Security of personal data Wellington has extensive controls in place to maintain the security of personal data. As a condition of employment, Wellington employees are required to follow all applicable laws and regulations, including in relation to data protection law. Unauthorised use or disclosure of confidential client information by a Wellington employee is prohibited and may result in disciplinary measures.

    Retention of personal data How long we hold your personal data for will vary. The retention period will be determined by the following:

    • the purpose for which we are using your personal data – we will need to keep the data for as long as is necessary for that purpose; and
    • legal obligations – laws or regulation may set a minimum period for which we have to keep your personal data.

    Your rights You have a number of legal rights in relation to the personal data that we hold about you. These rights include:

    • the right to obtain information regarding the processing of your personal data and access to the personal data which we hold about you;
    • where you have actively provided your consent for us to process your personal data, the right to withdraw your consent to our processing of your personal data at any time. Please note, however, that we may still be entitled to process your personal data if we have another legitimate reason (other than consent) for doing so;
    • the right to request that we rectify your personal data if it is inaccurate or incomplete;
    • the right to request that we erase your personal data in certain circumstances. Please note that there may be circumstances where you ask us to erase your personal data but we are legally entitled to retain it;
    • the right to object to and the right to request that we restrict our processing of your personal data in certain circumstances. Again, there may be circumstances where you object to, or ask us to restrict, our processing of your personal data but we are legally entitled to continue processing your personal data and / or to refuse that request; and
    • the right to lodge a complaint with the data protection regulator if you think that any of your rights have been infringed by us.
    You can exercise your rights by contacting us using the details set out in the “Contacting us” section below.

    Contacting us If you would like further information on the collection, use, disclosure, transfer or processing of your personal data or the exercise of any of the rights listed above, please address questions, comments and requests to Privacyinquiries@wellington.com. We are usually able to resolve privacy questions or concerns promptly and effectively. If you are not satisfied with the response you receive from Wellington, you may escalate concerns to the applicable privacy regulator in your jurisdiction. Upon request, we will provide you with the contact information for that regulator.

    Updates to this privacy notice This Privacy Notice may be updated periodically to reflect changes in our information practices or as may be required by law.

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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.

Professional pensions investment award winner 2018: Impact equity manager of the year: Wellington Management

Professional Pensions Investment Awards

London, December 2018 ― Wellington has won the Impact Equity Manager of the Year category at the Professional Pensions Investment Awards 2018. The awards recognise excellence in asset managers across a broad range of specialisms, with a shortlist drawn up in association with Aon, one of the leading investment consultants. As well as the one-year performance of the Wellington Global Impact Fund, judges considered the breadth and robustness of our proprietary impact opportunity set, the high bar we set with our impact criteria and the transparency of our Global Impact Annual Report.



Strategic climate science initiative

Boston, MA, September 24, 2018 – Wellington Management Company LLP (“Wellington”), one of the world’s largest independent investment management firms, and Woods Hole Research Center (“WHRC”), the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.


Build a better world

See how an investment in Global Impact helps address issues like food insecurity, health care access and financial inclusion, and learn how the portfolio managers identify companies whose impact activities they can track and measure.

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 in action

In 2017, the companies in which Global Impact invested:

Provided education and job training to more than 2 million people
Supplied more than 500,000 affordable housing units and 930,000 loan to low-and middle-income families
Generated 315 terawatt hours of renewable energy, enough to power 35 million homes and avoid 235 million metric tons of CO2 emissions
Connected 166 million people to mobile financial services
Advanced the development of disease treatments that may help more than 18 million people
Provided digital access to nearly 150 million people in developing countries

The 2017 portfolio companies’ highlights are for illustrative purposes only. The data is based on proprietary research into companies held in our clients’ portfolios managed within the Global Impact strategy as at 31 December 2017. Data is sourced from multiple repositories, and certain data provided is from a third party. While this data is believed to be reliable, no assurance is being provided as to its accuracy or completeness. Additional information regarding the source of specific data points is available upon request. Source: Wellington Management Global Impact Annual Report, April 2018.

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
  • image


    • 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

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).

Global Impact Annual Report

See the fund’s 2017 impact and financial results, learn about impact metrics used to evaluate companies, get details about the approach and top holdings, and read our near-term investment outlook.


Role in a portfolio

  • graph icon

    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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    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.

Measuring Success

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.

  1. Input

    Capital applied towards achieving the impact goal

    Sustainable food and agriculture: Spend US$44 million on research and development toward a zero-calorie natural sweetener
  2. Activity

    Product development toward achieving the impact goal

    Health: Operate nearly 500 affordable fitness clubs across Europe
  3. Output

    Units sold or revenue from impact product

    Financial inclusion: Provide last-mile retail services via 35,000 outlets for rural and disadvantaged populations in India
  4. Outcome

    Impact achievements expressed in terms of product use

    Education and job training: Provide 920,000 students in the developing world with access to higher education
  5. Impact

    Products' contributions to achieving the impact goals

    Resource stewardship: Produce energy from waste that avoids conventional emissions equal to two million metric tons of CO2

The KPI examples are for illustrative purposes only. The data sources for the information provided as a part of the KPI examples have been sourced from multiple repositories, including: annual and quarterly reports, industry research pieces, company websites, press releases, case studies, and company engagements. Certain data provided is that of a third part. While this data is believed to be reliable, no assurance is being provided as to its accuracy or completeness. Additional information regarding the source of specific data points is available upon request.

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 lack affordable basic shelter
750 million adults are illiterate. 2/3 of these are women
Infographic - Each year, landfills release 800 million metric tons of CO2. Converted to energy, that waste could power 84.5 million homes for one year
Infographic - 10,000 diseases are known today. Treatments exist for just 500
Infographic - warming oceans and melting land ice will add 1 - 4 feed to global sea levels by 2100

1“World Hunger Falls to Under 800 Million, Eradication is Next Goal,” World Food Programme, May 2015. 2ibid. 3“Statistics on Literacy,” UNESCO.org. 4“Landfill Methane: Reducing Emissions, Advancing Recovery and Use Opportunities,” Global Methane Initiative, citing US Environmental Protection Agency research, 2011. 5“The Power of Ideas: A Collection of Insights to Transform the Future,” FasterCures, November 2016. 6Landfill Methane: Reducing Emissions, Advancing Recovery and Use Opportunities,” Global Methane Initiative, citing US Environmental Protection Agency research, 2011.

2018 outreach and collaboration

Below is a partial list of events at which we will share our insights and collaborate with our colleagues across the impact ecosystem in 2018.

  • February

    • Cap-Connect Sustainable & Impact Conference (London)
  • March

    • 4th Annual Impact Summit (The Hague)
  • April

    • Responsible Investor Workshops (Stockholm)
  • June

    • Responsible Investor Europe (London)
    • Social Impact Investing & Pension Funds (London)
  • September

    • SPS Investment Insights (Amsterdam)
    • Principles for Responsible Investment (PRI) in Person (San Francisco)
  • October

    • GIIN Investor Forum (Paris)
    • Responsible Investor Workshops (London)
    • Financial Investigator ESG & Impact Investing: Risks & Opportunities (Amsterdam)
  • December

    • Responsible Investor Americas (New York)

For more information please contact us.

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

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.