Wellington Sus.Multi-Ass.T.Re.Inc.F.S M4/  IE00BF4JGJ87  /

The Fund seeks a combination of long-term total returns with a regular income and to actively manage downside risk. The Fund will be actively managed, investing in a broad array of global assets such as equities, government bonds, investment grade and high yield credit (such as corporate bonds) to support its aim to declare dividend income between 4%-8%, of its Net Asset Value in USD terms, per year. The Investment Manager believes that a consistent income combined with long term capital growth can be achieved through the active management of assets and market exposures within a disciplined risk control framework. The Investment Manager focuses on four key areas when constructing the portfolio: diversification, differentiated implementation, dynamic asset allocation, and disciplined risk management. The Fund seeks to invest in a diverse set of global asset classes. These allocations are actively managed to try and enhance returns, with a key focus on higher quality and more liquid assets.

The Fund seeks a combination of long-term total returns with a regular income and to actively manage downside risk.