Wellington Durable Enterprises Fund USD T Ac

The Wellington Durable Enterprises Fund seeks long-term total returns by investing primarily in companies worldwide that exhibit more stability than the market perceives. The fund favors small to mid-cap companies with a value of no lower than US$2 billion at initial purchase.

The fund is not constructed relative to a benchmark, but the MSCI All Country World Index can serve as a proxy for the broad equity market. The fund is exposed to a mix of asset-weighted market capitalization, beta, tracking risk, and turnover to achieve its investment objective.

Investing in the Wellington Durable Enterprises Fund carries the risk of capital loss, as the value of investments can fluctuate. Additionally, there may be risks associated with market volatility, company-specific factors, and currency fluctuations that could impact the fund's performance. Investors should carefully consider these risks before making investment decisions.

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