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Hartford Global Impact Fund

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Objective

Seeks long-term capital appreciation.

Overview

A fund that invests in companies whose core business addresses the world’s major social and environmental challenges.

More About Global Impact Fund 


Eric M. Rice
Managing Director
Portfolio Manager

The portfolio manager is supported by the full resources of Wellington.

Fund Overview
Doing Well by Doing Good (4:01)

Performance

Performance (%)
% (as of 5/31/2019)
Average Annual Total Returns % (as of 5/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 12.08 0.63 --- --- --- 10.12
Benchmark 9.09 -1.29 --- --- --- ---
Morningstar World Small/Mid Stock Category 10.42 -6.49 --- --- --- ---
Performance (%)
% (as of 3/31/2019)
Average Annual Total Returns % (as of 3/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 12.19 0.05 --- --- --- 11.03
Benchmark 12.18 2.60 --- --- --- ---
Morningstar World Small/Mid Stock Category 12.59 -3.31 --- --- --- ---
SI = Since Inception. Fund Inception: 02/28/2017
Operating Expenses:   Net  0.89% |  Gross  1.87%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 4/30/2019
# of Holdings 57
% in Equities 98
% in Foreign Equities 57
Active Share 99%
Dividend Frequency Annually
Fund Essentials
Inception Date 02/28/2017
Symbol HGXIX
CUSIP 41664T792
Fund Number 1716

Sector Exposure

(as of 4/30/2019)
label currentpercentage
Information Technology 22
Industrials 16
Health Care 15
Utilities 12
Real Estate 10
Consumer Discretionary 9
Communication Services 9
Financials 5
Materials 2
Consumer Staples 1
Energy 0
(as of 3/31/2019)
label currentpercentage
Information Technology 21
Industrials 15
Health Care 16
Utilities 12
Real Estate 8
Consumer Discretionary 10
Communication Services 9
Financials 6
Materials 1
Consumer Staples 2
Energy 0

Top Ten Equity Holdings (%)

(as of 4/30/2019)
label percentageholding
Laureate Education, Inc. 2.88
GrameenPhone Ltd. 2.86
Avangrid, Inc. 2.80
First Solar, Inc. 2.78
Xylem, Inc. 2.53
Boston Properties, Inc. 2.46
Itron, Inc. 2.46
Safaricom plc 2.36
Koninklijke Philips N.V. 2.34
SEEK Ltd. 2.34
Total Portfolio % 25.81
(as of 3/31/2019)
label percentageholding
Avangrid, Inc. 3.09
Laureate Education, Inc. 2.79
GrameenPhone Ltd. 2.76
Zoetis, Inc. 2.58
Xylem, Inc. 2.45
First Solar, Inc. 2.43
Safaricom plc 2.37
Indiabulls Housing Finance Ltd. 2.35
SEEK Ltd. 2.31
Eurofins Scientific SE 2.29
Total Portfolio % 25.42

Insights

pdf

2Q19 Multi-Asset Outlook: What's Really Changed? 

04/15/2019
The big question now is how much higher markets can climb on the back of easier policy given that economic fundamentals continue to deteriorate.
pdf

Listed Equities: Aiming to Fill a Void in the Impact Ecosystem 

03/20/2019
The growth in public-market impact funds is a necessary step toward democratizing impact investing and increasing the capital available.
pdf

Reflections on a Red October 

11/12/2018
October's 7% market drop was the worst one-month decline since 2011.

Literature

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pdf

Fact Sheet

03/31/2019 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Fund Story

04/15/2019 | pdf

This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.

View FINRA Letter

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Commentary

03/31/2019 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Expanded Commentary

03/31/2019 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

03/01/2019 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

03/31/2019 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Semi Annual Report

04/30/2018 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2019 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2018 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

03/01/2019 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. • Small-cap and mid-cap securities can have greater risks and volatility than large-cap securities. • Investing in companies that seek to address major social and environmental challenges may cause the Fund to forego certain investment opportunities and underperform funds that do not have a similar focus. • The Fund invests in a master portfolio so it is subject to master-feeder structure risk. Other feeder funds may invest in the master portfolio. A large-scale redemption by another feeder fund may increase the proportionate share of the costs of the master portfolio borne by the remaining feeder fund shareholders, including the Fund.

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