Wellington Global Impact Fund GBP T AcRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 27.7 | 12.6 | -12.6 | 7.6 | 1.2 | |
+/-Cat | 13.4 | -2.4 | -2.8 | -1.9 | -2.8 | |
+/-B’mrk | 15.2 | -6.4 | -4.6 | -7.0 | -4.8 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 03/05/2024 | GBP 13.82 | |
Day Change | 0.92% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BJH4Y507 | |
Fund Size (Mil) 03/05/2024 | USD 914.48 | |
Share Class Size (Mil) 03/05/2024 | GBP 245.86 | |
Max Initial Charge | - | |
Ongoing Charge 14/03/2024 | 0.15% |
Investment Objective: Wellington Global Impact Fund GBP T Ac |
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 21/08/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Global Impact Fund GBP T Ac | 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 GBP T Ac |