Wellington Durable Companies Fund USD S Ac header image

Wellington Durable Companies Fund USD S Ac

Fund

ISIN IE00BRK94Q94 / Valor 25880123

NAV (2024-12-27)
USD 23.42+0.49%

Wellington Durable Companies Fund USD S Ac
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General Objective

The Wellington Durable Companies Fund seeks long-term total returns by investing primarily in companies worldwide that exhibit more stability than the market perceives. The Fund is actively managed by the Investment Manager without being constructed relative to a benchmark.

Fund Exposure

The Fund is exposed to a diversified portfolio of companies worldwide, with a focus on stability. The Fund's exposure includes various asset classes, sectors, and geographies to achieve its objective of long-term total returns. The MSCI All Country World Index can serve as a proxy for the broad equity market.

Risks

Investing in the Wellington Durable Companies Fund carries risks, including the potential for loss of capital. Past performance does not predict future returns, and the Fund's performance may be impacted by volatility in the broad equity market. Additionally, the Fund's performance fee accrual may be influenced by currency differentials between the Fund's base currency and the unhedged class currency.

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Source

https://www.wellington.com/en-de/institutional/funds/durable-companies-fund

Tags:
emerging markets global equities msci all country world index

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OTHER SHARE CLASSES OF THIS FUND

Wellington Durable Companies Fund EUR S Ac
Wellington Durable Companies Fund EUR S Ac Wellington Durable Companies Fund EUR S Ac Valor: 25506343
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Annual Return

-50%0%+50%

Risk level

110
0.17%EUR 28.39
Wellington Durable Companies Fund GBP N A1 Di
Wellington Durable Companies Fund GBP N A1 Di Wellington Durable Companies Fund GBP N A1 Di Valor: 30702303
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 24.45
Wellington Durable Companies Fund USD T Ac
Wellington Durable Companies Fund USD T Ac Wellington Durable Companies Fund USD T Ac Valor: 26583465
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.50%USD 24.91
Wellington Durable Companies Fund GBP S Ac Unhedged
Wellington Durable Companies Fund GBP S Ac Unhedged Wellington Durable Companies Fund GBP S Ac Unhedged Valor: 13474894
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 10.81
Wellington Durable Companies Fund GBP S A1 Di
Wellington Durable Companies Fund GBP S A1 Di Wellington Durable Companies Fund GBP S A1 Di Valor: 26162631
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 27.68