intermediaries
and retail investors. Schroders plc has one of the largest networks of offices
of any dedicated asset management company with numerous portfolio managers and
analysts covering the world’s investment markets. SIMNA’s address is 7 Bryant
Park, New York, New York 10018. SIMNA Ltd.’s address is 1 London Wall Place,
London EC2Y 5AU.
Portfolio
MANAGERS
The portfolio
managers for each Fund are set forth below. The individual responsibilities of
each portfolio manager to a Fund may differ and may include, among other things,
security selection for all or a portion of the Fund, involvement in portfolio
construction, asset allocation, and/or general oversight of the portfolio
management of the Fund. The Funds’ SAI provides additional information about the
portfolio managers’ compensation, other accounts managed by the portfolio
managers and the portfolio managers’ ownership of securities in the Funds they
manage.
Climate
Opportunities Fund
Alan
Hsu, Managing
Director, Global Industry Analyst, and Equity Portfolio Manager of Wellington
Management, has served as a portfolio manager of the Fund since its inception in
2016. Mr. Hsu joined Wellington Management as an investment professional in
2008.
G.
Thomas Levering, Senior
Managing Director and Global Industry Analyst of Wellington Management, has
served as a portfolio manager of the Fund since its inception in 2016. Mr.
Levering is a member of the Global Environmental Opportunities investment team
and is also a portfolio manager for the Global Utilities and Enduring Assets
approaches at Wellington Management. Mr. Levering joined Wellington Management
as an investment professional in 2000.
Simon
Webber, CFA, Portfolio
Manager and Lead Portfolio Manager for Global and International Equities of
Schroders, has served as a portfolio manager of the Fund since 2019. He joined
Schroders as a research analyst in 1999 and has managed Schroders Global Climate
Change strategy since 2007.
Isabella
Hervey-Bathurst, Portfolio
Manager and Global Sector Specialist of Schroders, has served as a portfolio
manager of the Fund since 2021. She joined Schroders in 2014 as an investment
professional and has provided research support for the Schroders Global Climate
Change strategy since 2014. Prior to joining Schroders, she was an investment
associate at Ruffer.
Emerging
Markets Equity Fund
David
J. Elliott, CFA, Senior
Managing Director, Co-Director of Quantitative Investments, and Director of
Quantitative Portfolio Management of Wellington Management, has served as a
portfolio manager of the Fund since 2015. Mr. Elliott joined Wellington
Management in 1995 and has been an investment professional since
1989.
Mark
A. Yarger, CFA, Managing
Director and Quantitative Analyst of Wellington Management, has served as a
portfolio manager of the Fund since 2020 and has been involved in securities
analysis for the Fund since 2015. Mr. Yarger joined Wellington Management in
2000 and has been an investment professional since 1991.
Global
Impact Fund
Tara
C. Stilwell, CFA, Senior
Managing Director and Equity Portfolio Manager of Wellington Management, has
served as a portfolio manager for the Fund since 2019. Ms. Stilwell joined
Wellington Management as an investment professional in 2008.
Jason
M. Goins, CFA, Managing
Director and Equity Research Analyst of Wellington Management, has served as a
portfolio manager for the Fund since 2022 and has been involved in securities
analysis for the Fund since 2018. Mr. Goins joined Wellington Management as an
investment professional in 2007.
International
Equity Fund
The Fund employs a multiple
portfolio manager structure. Gregg R. Thomas, CFA selects and oversees the
Fund’s portfolio management teams and determines how Fund assets are allocated
among the Fund’s portfolio management teams. Mr. Simon supports Mr. Thomas and
is involved in overseeing the allocation of assets among the Fund’s portfolio
management teams. Each of Mr. Simon and Mr. Thomas may directly manage a
sleeve.
Mr.
Thomas and Mr.
Simon may change the underlying “sleeve” portfolio managers at any time without
notice to shareholders. Each portfolio management team has full discretion to
manage its sleeve. The portfolio managers with the most significant
responsibilities are set forth below.
Gregg
R. Thomas, CFA, Senior
Managing Director and Director, Investment Strategy of Wellington Management,
has served as portfolio manager for the Fund since 2013. Mr. Thomas rejoined
Wellington Management in 2002 and has been an investment professional since
1993.