Wellington Downside Alpha Opportunities Fund USD D Ac
Fund
ISIN LU1889106966 / Valor 44229971
NAV (2026-04-10)
USD 19.65+0.25%
Wellington Downside Alpha Opportunities Fund USD D Ac
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
Wellington Downside Alpha Opp is an actively managed global equity fund that invests in a diverse mix of worldwide company shares, depository receipts, preferred stocks, warrants, and rights. Using both qualitative and quantitative analysis, the fund selects securities it believes will hold up better than the overall market during downturns while matching market gains when conditions are favorable. Additionally, it may employ derivatives to manage risk and enhance investment exposure, all aimed at building a portfolio that can outperform the market in adverse environments.
Content summarized by AI chatbot
Tags:
active managementglobal equitiesmsci all country world index
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Wellington Downside Alpha Opportunities Fund USD N Ac
Wellington Downside Alpha Opportunities Fund USD N Ac
Wellington Downside Alpha Opportunities Fund USD N Ac
Valor: 44229976
Annual Return
-50%0%+50%
Risk level
110
0.25%USD 20.47
Wellington Downside Alpha Opportunities Fund USD T Ac
Wellington Downside Alpha Opportunities Fund USD T Ac
Wellington Downside Alpha Opportunities Fund USD T Ac
Valor: 44260239
Annual Return
-50%0%+50%
Risk level
110
0.26%USD 20.62
Wellington Downside Alpha Opportunities Fund CAD S0% Ac
Wellington Downside Alpha Opportunities Fund CAD S0% Ac
Wellington Downside Alpha Opportunities Fund CAD S0% Ac
Valor: 46360013
Annual Return
-50%0%+50%
Risk level
110
0.32%CAD 20.07
Wellington Downside Alpha Opportunities Fund USD S Ac
Wellington Downside Alpha Opportunities Fund USD S Ac
Wellington Downside Alpha Opportunities Fund USD S Ac
Valor: 44229978