Wellington Durable Companies Fund USD T Ac header image

Wellington Durable Companies Fund USD T Ac

Fund

ISIN IE00BTPJH141 / Valor 26583465

NAV (2024-10-21)
USD 25.99-0.73%

Wellington Durable Companies Fund USD T 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 diverse range of asset classes and geographies, with a focus on companies worldwide that demonstrate stability. While not constructed relative to a benchmark, the MSCI All Country World Index can serve as a proxy for the broad equity market for contextual purposes.

Risks

Investing in the Wellington Durable Companies Fund carries the risk of capital loss, as the value of investments can fluctuate. Additionally, the Fund's performance may be impacted by volatility in the broad equity market and currency differentials between the Fund's base currency and the unhedged class currency.

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Source

https://www.wellington.com/en-gb/intermediary/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 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
-0.42%GBP 27.91
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
-0.42%GBP 24.66
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
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Annual Return

-50%0%+50%

Risk level

110
-0.41%GBP 10.90
Wellington Durable Companies Fund EUR S Ac
Wellington Durable Companies Fund EUR S Ac Wellington Durable Companies Fund EUR S Ac Valor: 25506343
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%EUR 28.47
Wellington Durable Companies Fund USD S Ac
Wellington Durable Companies Fund USD S Ac Wellington Durable Companies Fund USD S Ac Valor: 25880123
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.66%USD 24.45