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A fund for change

26 Apr, 2024 | Return|

In today's world, companies throw around the words 'change' and 'impact' but do they really mean it? Do you know for certain that the impact you think you are having is actually leading change?

This week we sat down with the Wellington Global Impact Fund's Portfolio Manager, Jason Goins. Jason discusses how the fund addresses sustainable solutions to social and environmental challenges and how Wellington focusses on creating a real impact for positive change.



Don't have time to listen to the full episode, jump to your favourite part:

  • 01:14: Can you give us an elevator pitch on what the Wellington Global Impact Fund does and what an investor in your fund can expect to be investing in?
  • 02:35: Can you run us through the key themes you think about with regards to the fund?
  • 03:12: How is the portfolio currently positioned?
  • 04:25: How is the team structured?
  • 08:00: How do you evidence impact?
  • 09:30: How much have you seen the fund evolve over its 10-year history?
  • 14:10: What keeps you up at night?
  • 16:00: Tell us an interesting statistic for the week

This podcast was recorded on Tuesday, 23 April  2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 


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