Community

We actively invest in the communities in which we live and work.

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Supporting our communities

Our firm and employees remain committed to supporting those in need during the COVID-19 pandemic as well as organizations working towards racial equity and social justice.

Community diversity partners

  • Supplier diversity program incorporated into our procurement function 
  • Emerging brokerage firms’ engagement as part of the global trading process 
  • 20+ external partnerships, including:  
    • 30% Club (Japan)  
    • 100 Women in Finance   
    • ALPFA (Association of Latino Professionals for America) 
    • CEO Action for Diversity & Inclusion  
    • CFA Institute’s Driving Change Diversity and Inclusion in Investment Management   
    • The Diversity Project (UK) 
    • Girls Who Invest  
    • INROADS   
    • NASP (National Association of Securities Professionals) 
    • Work Without Limits 
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Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management

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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. The value of the shares of the funds and the income accruing to them, if any,  and may fall or rise. 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. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions.  Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end. 

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