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Wellington Global Impact Fund Usd D Ac (0P000195U5)

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18.313 +0.250    +1.41%
03/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Ireland
Issuer:  Wellington Management Company LLP
ISIN:  IE00BD6FTP73 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 902.32M
Wellington Global Impact Fund D USD Acc 18.313 +0.250 +1.41%

Wellington Global Impact Fund Usd D Ac Overview

 
On this page you'll find an in-depth profile of Wellington Global Impact Fund Usd D Ac. Learn about the key management, total assets, investment strategy and contact information of 0P000195U5 among other information.
Category

Global Flex-Cap Equity

Total Assets

902.32M

Expenses

1.60%

Inception Date

Dec 08, 2016

Investment Strategy

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will seek to understand the world’s social and environmental problems and to identify and invest in companies that it believes are addressing these needs in a differentiated way through their core products and services.

Contact Information

Address 33, Avenue de la Liberté
Luxembourg, L-1931
Luxembourg
Phone -

Top Executives

Name Title Since Until
Jason M. Goins - 2023 Now
Tara Connolly Stilwell Senior Managing Director 2019 2023
Biography Tara Connolly Stilwell, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, is involved in portfolio management and securities analysis for the Hartford International Opportunities Funds. Tara is a portfolio manager on the International/Global Opportunities team. She contributes to the management of global and non-US equity portfolios, including the firm's International Opportunities, International Horizons, Global Opportunities and Global Horizons products. Prior to joining Wellington Management in 2008, Tara was as a portfolio manager with Goldman Sachs Asset Management International, where her responsibilities included the management of concentrated and diversified European Equity portfolios (1997 — 2007). She also served as portfolio manager at Goldman Sachs Asset Management International. Prior to this, Tara was an analyst in Goldman Sachs' investment banking division (1994 — 1997) and was a consultant at the Wharton Small Business Development Center (1993 — 1994). Tara received a BS in economics from the Wharton School and a BA in history from the University of Pennsylvania (1994). She holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.
Eric M. Rice Portfolio Manager 2016 2019
Biography Eric Rice is Head of Impact Investing. He works as a portfolio manager and is the architect of the world's first diversified public-markets impact investing strategy, Global Impact. Global Impact is an alpha-oriented strategy that invests in companies whose goods and services help address the world's great problems as defined by the UN Sustainable Development Goals. Eric also collaborates with other investors at BlackRock to help germinate additional impact and sustainable investing strategies. Eric joined BlackRock from Wellington Management in 2019, where he had been an investor for over 20 years. Previously, he worked as a World Bank country economist and a diplomat in Rwanda with the US Department of State.
Patrick Kent Portfolio Manager 2016 2019
Biography Patrick is head of small cap equities team and the lead portfolio manager for US Opportunistic Equity strategies and head of the small mid cap equity research team. Patrick joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company). Earlier in his career, Patrick was a portfolio manager at Wellington. There, he co-managed the firm’s global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team. Patrick has a BA from Bowdoin College and an MBA from Babson College’s Franklin W. Olin Graduate School of Business. He received his CFA designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician designation and is a member of the CMT Association.
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