Wellington Global Impact Bond

A global investment grade fund aiming to achieve both attractive financial returns and a meaningful social and/or environmental impact.

Wellington Impact Bond invests in a geographically diversified portfolio of high quality investment grade bonds. Investments are mapped to three core themes that are present within the portfolio: Life Essentials, Human Empowerment and Environment. A tangible, demonstrable positive impact on society and/or the environment from each is key to this fund's investment philosophy. The fund's impact framework measures materiality (how an issuer's core products and services align with the investment themes), additionality (whether the issuer's offering meets a specific need that is unlikely to be met by other entities) and measurability (a quantifiable impact must be achieved) to help ensure purity of impact.

Fund type Offshore Regulated
Asset class Bonds
Sector Corporate Credit - IG
Managed by Campe Goodman
Held in EQ PortfoliosPIP Balanced O/S
PIP Cautious O/S
PIP Adventurous O/S

Manager Profile

Campe joined Wellington Management 18 years ago, and has 20 years of investment experience. He serves as the lead portfolio manager for the Global Impact Bond strategy, and is the lead portfolio manager on a US sub-advisory portfolio managed on behalf of Domini Impact Investments which invests in high impact areas of the US fixed income market. He also manages the Multi-Sector Credit portfolios and developed the sector rotation strategy upon which it is based, a process that is utilised across several multi-sector fixed income strategies at Wellington. Prior to joining Wellington in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance.

Fund performance

Wellington Management

Wellington Management is one of the world’s largest privately owned fund managers, with assets invested over a range of asset classes, regions and styles. The firm traces its roots back to 1928 when Walter Morgan established the first balanced mutual fund in the United States. Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of global financial markets. Wellington employs over 800 investment professionals to manage the assets of clients in over 60 countries.