Sustainable Equity

Invest in companies focusing on people, planet and profit


Global Stewards Fund Overview

Actively managed and seeks to deliver long-term total returns in excess of the MSCI All Country World Index by investing in the equities of companies globally, that generate high return on capital relative to their peers, and whose management teams and boards display superior stewardship to sustain those returns over time.

Why invest in our sustainable equity fund?

Core Global Equity

Diversified strategy, seeking returns in all market environments, with no investment style bias.

High Conviction

Portfolio of 35 – 45 companies with low turnover.

Industry Leaders

Large global companies, with strong competitive positions, meeting high standards of stewardship.

The characteristics presented are sought during the portfolio management process. Actual experience may not reflect all of these characteristics or may be outside of stated ranges.

Case Study


ING Group, Financial Services

Learn about some of ING Group’s competitive advantages from a stewardship standpoint, and why we own it. 

Wellington global stewards fund quarterly sustainability report

We provide an update on our engagement and proxy voting activity and outcomes, company ESG ratings, and portfolio-level carbon footprint.

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