Wellington Global Impact Fund EUR N AcHRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 36.2 | 2.3 | -21.8 | 7.2 | -2.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/05/2024 | EUR 12.42 | |
Day Change | 1.64% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BF5H4B91 | |
Fund Size (Mil) 03/05/2024 | USD 914.48 | |
Share Class Size (Mil) 03/05/2024 | EUR 1.91 | |
Max Initial Charge | - | |
Ongoing Charge 14/03/2024 | 0.95% |
Investment Objective: Wellington Global Impact Fund EUR N AcH |
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will seek to understand the world’s social and environmental problems and to identify and invest in companies that it believes are addressing these needs in a differentiated way through their core products and services. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jason Goins 01/04/2023 | ||
Inception Date 08/10/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Global Impact Fund EUR N AcH | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Xylem Inc | Industrials | 3.27 |
Westinghouse Air Brake Technolog... | Industrials | 3.25 |
Boston Scientific Corp | Healthcare | 3.15 |
Trane Technologies PLC Class A | Industrials | 2.92 |
GoDaddy Inc Class A | Technology | 2.75 |
Increase Decrease New since last portfolio | ||
Wellington Global Impact Fund EUR N AcH |