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Sustainable fund

Hartford Schroders Sustainable International Core Fund    Share Class - I (HSISX)



Key Documents
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      Objective

      Seeks long-term capital appreciation while giving special consideration to certain sustainability criteria.

      Overview

      An international equity fund that seeks mispriced large and mid-cap companies with strong sustainability attributes.

      Portfolio Management
      0
      YRS
      MANAGING THIS FUND
      11
      YRS
      AT SCHRODERS
      22
      YRS
      EXPERIENCE IN THIS INDUSTRY

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

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 5/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 5/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders Sustainable International Core I --- --- --- --- --- 2.40
      Benchmark --- --- --- --- --- ---
      Morningstar Foreign Large Blend Category --- --- --- --- --- ---
       
      CUMULATIVE %
      (as of 3/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 3/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders Sustainable International Core I --- --- --- --- --- ---
      Benchmark --- --- --- --- --- ---
      Morningstar Foreign Large Blend Category --- --- --- --- --- ---

      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.

      SI = Since Inception. Fund Inception: 05/24/2022

      Share Class Inception: 5/24/2022.

      Characteristics

      FUND ESSENTIALS
      Inception Date 05/24/2022
      Net Assets $1 million
      Gross Operating Expenses 1.21%
      Net Operating Expenses 0.85%
      Morningstar Category Foreign Large Blend
      Lipper Classification International Multi-Cap Core
      CUSIP 41665X172
      Fund Number 3171
      FUND STATS
      # of Holdings
      61
      % in Foreign Equities
      93
      Active Share
      97%
      % in Equities
      94
      Top Ten Countries (%)
      Japan 17
      United Kingdom 15
      Australia 7
      Taiwan 6
      Singapore 6
      China 6
      Italy 5
      Germany 5
      Korea 5
      Sweden 4
      Top Ten Holdings (%)
      MediaTek, Inc. 3.02
      RELX plc 2.70
      Rio Tinto Ltd. 2.64
      Informa plc 2.58
      Siemens AG 2.51
      Toyota Industries Corp. 2.51
      Neste Oyj 2.49
      CSL Ltd. 2.45
      AstraZeneca plc 2.35
      Stanley Electric Co., Ltd. 2.30
      Total Portfolio % 25.55
      Market Cap Distribution (%)

      Market Cap Header3

      Less than $2 billion 1
      $2 billion - $5 billion 8
      $5 billion - $10 billion 7
      Greater than $10 billion 81
      Not Classified 3
      Regional Exposure (%)
      Continental Europe 32
      Emerging Markets 19
      Japan 18
      United Kingdom 15
      Pacific ex Japan 14
      North America 2
      Fund Literature

      07/01/2022 - PDF (3 MB)
      This flyer explains two pathways for investors seeking a sustainable future: sustainable funds and funds that integrate ESG.
      PDF (129 KB)
      A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
      This Pitchbook reviews the Fund's investment approach, investment team and investment process.
      PDF (13 KB)
      A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      Important Risks: The Fund is new and has a limited operating history. 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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • Mid-cap securities can have greater risks and volatility than large-cap securities. • Applying sustainability criteria to the investment process may result in foregoing certain investments and underperformance comparative to funds that do not have a similar focus. There is a risk that the securities identified by the sub-adviser as meeting its sustainable investing criteria do not operate as anticipated. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, regulatory and counterparty risk.
      Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
      228918

      The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

      Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

      Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

      © Copyright 2022 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value