WAYNE, Pa .– (BUSINESS WIRE) – September 22, 2021–

Hartford Funds today announced the launch of an actively managed, ESG-focused fixed income exchange-traded fund (“ETF”), Hartford Sustainable Income ETF (CBOE: HSUN), which will be sub-advised by Wellington Management Company LLP. HSUN seeks to provide current income and long-term total return, within a framework of sustainability. HSUN will invest in a range of fixed income sectors, including high yield securities, investment grade securities, bank loans and emerging market debt securities. In addition, the ETF will integrate a sustainability framework as part of its core investment strategy. The ETF will track its performance against the Bloomberg US Aggregate Bond Index. HSUN will be managed by the same portfolio management team that currently manages the Hartford Strategic Income Fund. Campe Goodman, Joseph F. Marvan and Robert Burn will be the portfolio managers of the ETF.

“We are delighted to launch a multi-sector bond fund that uses a sustainable approach to investing in an ETF structure,” said Vernon Meyer, chief investment officer at Hartford Funds. “The launch of this actively managed ETF product once again demonstrates our commitment to providing options that not only help investors achieve their long-term investment goals, but also provide investors with the opportunity to invest in a product that uses a sustainable investment approach. “

Wellington Management will use its internally developed sustainability framework to identify issuers that it believes have demonstrated a commitment to sustainable practices. These issuers include those who Wellington believes may have a positive social and / or environmental impact, are leaders or demonstrate improvement in ESG characteristics based on Wellington’s proprietary knowledge, and / or those with whom Wellington engages on ESG characteristics to improve ESG disclosure and better practices.

HSUN is listed on Cboe BZX Exchange, Inc.

For more information on the Hartford Sustainable Income ETF, please visit hartfordfunds.com.

About the Hartford Funds

Founded in 1996, Hartford Funds is a leading asset manager offering mutual funds, ETFs and 529 education savings plans. Using its people-centered approach to investing, Hartford Funds creates strategies and tools designed to meet the needs and wants of investors. Leveraging partnerships with leading experts, Hartford Funds provides insight into the latest demographic trends and investor behavior.

The company’s product line includes more than 50 mutual funds and ETFs in a variety of styles and asset classes. Its mutual funds (except certain funds of funds) are sub-advised by Wellington Management or Schroder Investment Management North America Inc. The strategic beta ETFs offered by Hartford Funds are designed to help meet the changing needs of investors. by leveraging a unique risk. -optimized approach, which identifies the risks within each asset class, then deliberately and systematically reallocates the capital towards the risks most likely to improve the return potential. Excluding affiliated funds of funds, as of June 30, 2021, the investment advisory business of Hartford Funds managed approximately $ 153.8 billion in discretionary and non-discretionary assets. For more information on our investment family, visit http://www.hartfordfunds.com.

About Wellington Management

Tracing its history to 1928, Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted advisor to over 3,200 clients in over 60 countries. The company manages over US $ 1,000 billion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers and other clients. As a private partnership whose sole activity is investment management, the company is able to align its long-term views and interests with those of its clients. The company offers comprehensive investment management capabilities that cover almost all segments of the global financial markets, including equities, fixed income, multi[1]assets and alternative strategies. With more than 800 investment professionals located in offices around the world, Wellington combines in-depth multidisciplinary research resources with independent investment teams operating in an entrepreneurial ’boutique’ environment. For more information, please visit wellington.com.


Certain of the statements contained in this press release may be considered as forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance and that actual results may differ materially. Investors should take into account the significant risks and uncertainties which may cause actual results to differ. These significant risks and uncertainties include those discussed in Hartford’s Quarterly Reports on Form 10-Q, our 2020 Annual Report on Form 10-K and other documents filed by Hartford with the Securities and Exchange Commission. We assume no obligation to update this version, which applies as of the date of publication.

From time to time, The Hartford may use its website to post important company information. Financial and other important information about The Hartford is regularly accessible and published on our website at http://ir.thehartford.com. Additionally, you may automatically receive email alerts and other information about The Hartford when you register your email address by visiting the “Email Alerts” section at http://ir.thehartford.com.

Significant risks: The Fund is new and has a limited operating history. Investing involves risks, including the possible loss of capital. The value of securities fluctuates depending on general market and economic conditions and the prospects of individual companies. The net asset value (NAV) of shares in the Fund may fluctuate due to changes in the market value of the Fund’s assets. The price of the Fund’s shares may fluctuate due to changes in the relative supply and demand for shares on a stock exchange. The Fund is actively managed and does not seek to replicate the performance of a specified index. • Fixed income risks include credit, liquidity, purchase, term and interest rate risk. When interest rates rise, bond prices generally fall. • Investments in high yield (“junk”) bonds carry a greater risk of price volatility, liquidity and default than higher rated debt securities. • Foreign investments may be more volatile and less liquid than US 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. • Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, price, regulatory and counterparty risks. • Risks associated with mortgage-backed and asset-backed securities include credit, interest rate, prepayment, liquidity, default and extension risk. • Purchasing securities on the To-Be-Announced (TBA) market may result in increased portfolio turnover and related expenses as well as price and counterparty risk. • Restricted securities may be more difficult to sell and value than other securities. • Loans can be difficult to value and less liquid than other types of debt securities; they are also subject to risks of non-payment, guarantee, bankruptcy, default, extension, prepayment and insolvency. • Bonds of US government agencies are backed by varying degrees of credit, but are generally not backed by the full faith and credit of the US government. • Applying sustainability criteria to the investment process may result in the abandonment of some investments and underperformance against funds that do not have a similar objective. There is a risk that the securities identified by the sub-advisor as meeting its criteria for sustainable investment may not perform as intended. • In some cases, unlike other ETFs, the Fund may initiate and redeem some or all in cash rather than in kind, which may make the Fund less tax efficient and incur costs. higher than an ETF that performs primarily or entirely in-kind creations and redemptions.

ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stock broker. ETFs trade on major exchanges and their prices fluctuate throughout the day. ETFs and mutual funds are subject to risk and volatility.

Investors should carefully consider the investment objectives, risks, costs and expenses of a fund. This and other important information is contained in the prospectus and the summary prospectus of the fund, which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), a member of FINRA. Exchange traded products 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. Schroder Investment Management North America Ltd. serves as a secondary sub-advisor to certain funds. Hartford Funds refers to HFD, HFMC and Lattice, which are not affiliated with any sub-advisers or ALPS.



View source version on businesswire.com:https://www.businesswire.com/news/home/20210922005244/en/

CONTACT: Media contact:

Kayce D’Onofrio


[email protected]



SOURCE: Hartford Fund

Copyright Business Wire 2021.

PUB: 09/22/2021 10:33 a.m. / DISC: 09/22/2021 10:33 a.m.



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