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Investment
Objective
The Domini PacAsia Social Equity Fund seeks to provide its shareholders with
long-term total return.
Investment Strategy
The Domini PacAsia
Social Equity Fund invests primarily in stocks of Asia-Pacific companies that
meet Domini Social Investments’ social and environmental standards.
Subject
to these standards, Wellington Management Company, LLP, the Fund’s
submanager, seeks to add value using a diversified quantitative stock
selection approach, while managing risk through portfolio construction.
The Fund may invest
in securities of both developed and emerging market countries.
Management
The Fund’s investment advisor is Domini Social Investments LLC. The Fund’s
submanager is Wellington Management Company, LLP.
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Social and Environmental Standards
To determine which
securities are eligible for investment by the Fund, Domini will evaluate
current and potential holdings against its social and environmental standards
to assess the quality of a corporation’s relations with communities,
customers, ecosystems, employees, investors, and suppliers. Domini may
determine that a security is eligible for investment even if a corporation’s profile
reflects a mixture of positive and negative social and environmental
characteristics.
Shareholder Activism
The Fund seeks to use its position as a shareholder to raise issues of social
and environmental performance with corporate management.
Investor Profile
Who Should Invest:
Investors seeking
long-term growth of capital. Investors committed to the Fund’s socially
responsible investment criteria.
Who Should Not
Invest:
Investors unwilling
or unable to accept moderate to significant fluctuations in share price.
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