Wellington Global Opportunities Equity Fund USD S AcRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.8 | 14.7 | -10.5 | 11.3 | 6.3 | |
+/-Cat | -3.9 | 0.2 | 7.6 | -4.7 | -0.5 | |
+/-B’mrk | - | -3.3 | 8.5 | -11.0 | -1.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 28/03/2024 | USD 33.77 | |
Day Change | -0.15% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU0375738332 | |
Fund Size (Mil) 28/03/2024 | USD 30.97 | |
Share Class Size (Mil) 28/03/2024 | USD 27.82 | |
Max Initial Charge | - | |
Ongoing Charge 07/07/2023 | 0.89% |
Investment Objective: Wellington Global Opportunities Equity Fund USD S Ac |
The investment objective of the Fund is to seek long-term total returns in excess of the MSCI All Country World Index (the “Index”), seeking to achieve the objective by principally investing in equity securities issued by companies worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tara Stilwell 03/07/2023 | ||
Nicolas Choumenkovitch 12/02/2010 | ||
Inception Date 07/11/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Global Opportunities Equity Fund USD S Ac | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 5.32 |
Alphabet Inc Class C | Communication Services | 3.85 |
Amazon.com Inc | Consumer Cyclical | 3.54 |
Apple Inc | Technology | 2.29 |
Salesforce Inc | Technology | 2.24 |
Increase Decrease New since last portfolio | ||
Wellington Global Opportunities Equity Fund USD S Ac |