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Wellington Global Impact - Awarded Responsible A Rating

Posted @ 20/11/2023 15:07 Posted in Ratings Roundup

We are pleased to introduce the Wellington Global Impact fund into our Academy of Funds with a Responsible A rating. Launched in 2016, the fund invests in companies that its managers deem are providing sustainable solutions to the biggest environmental and social problems facing the global economy. Responsibility for the fund sits with Jason Goins as lead portfolio manager, with Tara Stilwell as his deputy.

We believe the investment philosophy and process developed by Wellington in this strategy delivers a clear positive social and environmental impact, which we feel has created a very solid base on which the team has built a credible impact strategy. In addition, we feel the fund’s emerging markets exposure offers differentiation amongst its peer group.