Zurich — 11 August 2025 — Wellington Management today announced recent changes to the Wellington Enduring Assets Fund, effective 7 August 2025, aimed at more accurately reflecting the Fund’s investment strategy and positioning.

Fund name change
The Fund will be renamed the Wellington Enduring Infrastructure Assets Fund. This updated name more clearly communicates the Fund’s focus on equity investments issued by global companies owning long-lived and structurally advantaged infrastructure assets — assets that are vital to our economy.

Benchmark change
In alignment with the Fund’s infrastructure investment strategy, the benchmark will change from the MSCI All Country World Index to the FTSE Global Core Infrastructure 50/50 Index. This new benchmark offers a more representative comparison for the Fund’s holdings and performance, focusing on global infrastructure sectors.