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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 subject to Domini Social Investments’ social and environmental
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.
Management
The Fund’s Investment Advisor is Domini Social Investments LLC.
Portfolio Submanager: Wellington Management Company, LLP.
Shareholder Activism
The Fund seeks to use
its position as a shareholder to raise issues of social and environmental
performance with corporate management.
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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
based on the businesses in which corporations are engaged and the quality of their
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.
Investor Profile
Who Should Invest:
Investors seeking
long-term growth of capital. Investors committed to the Fund’s socially
responsible investment standards.
Who Should Not Invest:
Investors unwilling
or unable to accept moderate to significant fluctuations in share price.
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