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.
The portfolio manager is supported by the full resources of Wellington.
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Global Impact I | 70.87 | --- | --- | 16.63 | |
Benchmark | 54.60 | --- | --- | --- | |
Morningstar World Small/Mid Stock Category | 79.23 | --- | --- | --- |
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Global Impact I | 70.87 | --- | --- | 16.63 | |
Benchmark | 54.60 | --- | --- | --- | |
Morningstar World Small/Mid Stock Category | 79.23 | --- | --- | --- |
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.
As of Date | 3/31/2021 |
Net Assets | $110 million |
# of Holdings | 65 |
% in Equities | 96 |
% in Foreign Equities | 45 |
Dividend Frequency | Annually |
Active Share | 99% |
Inception Date | 02/28/2017 |
Symbol | HGXIX |
CUSIP | 41664T792 |
Fund Number | 1716 |
Sector Exposure
label | currentpercentage |
---|---|
Health Care | 22 |
Information Technology | 21 |
Industrials | 19 |
Real Estate | 12 |
Financials | 7 |
Consumer Discretionary | 5 |
Communication Services | 5 |
Materials | 4 |
Utilities | 4 |
Consumer Staples | 2 |
Energy | 0 |
label | currentpercentage |
---|---|
Health Care | 20 |
Information Technology | 25 |
Industrials | 18 |
Real Estate | 13 |
Financials | 3 |
Consumer Discretionary | 6 |
Communication Services | 6 |
Materials | 4 |
Utilities | 4 |
Consumer Staples | 2 |
Energy | 0 |
Top Ten Equity Holdings (%)
label | percentageholding |
---|---|
Agilent Technologies, Inc. | 2.77 |
Schneider Electric SE | 2.43 |
Danaher Corp. | 2.36 |
Koninklijke Philips N.V. | 2.34 |
Nuance Communications, Inc. | 2.27 |
Signify N.V. | 2.24 |
Baxter International, Inc. | 2.13 |
MediaTek, Inc. | 2.13 |
Trane Technologies plc | 1.94 |
Nomad Foods Ltd. | 1.93 |
Total Portfolio % | 22.54 |
label | percentageholding |
---|---|
Agilent Technologies, Inc. | 2.88 |
Nuance Communications, Inc. | 2.73 |
Danaher Corp. | 2.46 |
Schneider Electric SE | 2.42 |
Mimecast Ltd. | 2.39 |
Koninklijke Philips N.V. | 2.33 |
Rapid7, Inc. | 2.19 |
StoneCo Ltd. | 2.19 |
Baxter International, Inc. | 2.13 |
Samsung SDI Co., Ltd. | 2.06 |
Total Portfolio % | 23.78 |
Regional Exposure (%)
label | value |
---|---|
North America | 55 |
Europe | 24 |
Emerging Markets | 17 |
Japan | 2 |
Middle East/Developed | 1 |
Asia Pacific ex Japan | 1 |
label | value |
---|---|
North America | 52 |
Europe | 25 |
Emerging Markets | 19 |
Japan | 2 |
Asia Pacific ex Japan | 2 |
Theme Exposure (%)
label | percentage |
---|---|
Health | 21 |
Resource Efficiency | 19 |
Financial Inclusion | 13 |
Affordable Housing | 8 |
Sustainable Agriculture & Nutrition | 7 |
Safety and Security | 6 |
Digital Divide | 6 |
Clean Water & Sanitation | 6 |
Alternative Energy | 6 |
Education & Job Training | 4 |
Resource Stewardship | 3 |
label | percentage |
---|---|
Health | 20 |
Resource Efficiency | 18 |
Financial Inclusion | 11 |
Affordable Housing | 9 |
Sustainable Agriculture & Nutrition | 7 |
Alternative Energy | 7 |
Clean Water & Sanitation | 7 |
Digital Divide | 6 |
Safety and Security | 6 |
Education & Job Training | 6 |
Resource Stewardship | 3 |

Hartford Global Impact Fund Brochure
03/31/2021
Are Climate Models Reliable Investment Inputs?
02/25/2020
Sustainable investing: Alignment with the UN’s Sustainable Development Goals
07/18/2019Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet12/31/2020 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and the current performance. |
Fund Story12/31/2020 | pdfThis Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
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Commentary12/31/2020 | pdfCurrent 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 Commentary12/31/2020 | pdfCurrent 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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Fund Brochure03/31/2021 | pdfThis brochure explains the managers' approach to impact investing, and why they believe they can generate attractive returns while addressing major social and environmental challenges. |
Summary ProspectuspdfA summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
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Global Impact Fund Pitchbook12/31/2020 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual ReportpdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory ProspectuspdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual ReportpdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAIpdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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