Wellington Emerging Markets Research Equity Core Fund USD D Ac header image

Wellington Emerging Markets Research Equity Core Fund USD D Ac

Fund

ISIN LU2242790512 / Valor 57793980

NAV (2025-04-25)
USD 8.75+0.44%

Wellington Emerging Markets Research Equity Core Fund USD D Ac
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General Objective

The Wellington Emerging Markets Research Equity Core Fund aims to achieve long-term total returns by actively managing investments in large and mid-cap equity securities of companies located in emerging market countries, including frontier market countries, or deriving substantial revenues from them. The fund is actively managed against the MSCI Emerging Markets Index.

Fund Exposure

The fund is exposed to a mix of asset classes, with a focus on equity securities in emerging market countries. It aims to maintain a maximum of 50% of the weighted average carbon intensity of the benchmark. The fund is actively managed against the MSCI Emerging Markets Index to achieve its investment objective.

Risks

Investing in the Wellington Emerging Markets Research Equity Core Fund involves risks, including the potential for loss of capital. The fund's performance may be impacted by market volatility, currency fluctuations, geopolitical events, and changes in economic conditions in emerging market countries. Investors should carefully consider these risks before making investment decisions.

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Source

https://www.wellington.com/en-de/institutional/funds/emerging-markets-research-equity-core-fund

Tags:
emerging markets msci emerging markets large cap

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OTHER SHARE CLASSES OF THIS FUND

Wellington Emerging Markets Research Equity Core FundUSD T AccU
Wellington Emerging Markets Research Equity Core FundUSD T AccU Wellington Emerging Markets Research Equity Core FundUSD T AccU Valor: 11834748
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.45%USD 10.89
Wellington Emerging Markets Research Equity Core Fund USD S Ac
Wellington Emerging Markets Research Equity Core Fund USD S Ac Wellington Emerging Markets Research Equity Core Fund USD S Ac Valor: 57793982
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.44%USD 9.10
Wellington Emerging Markets Research Equity Core Fund GBP S Ac
Wellington Emerging Markets Research Equity Core Fund GBP S Ac Wellington Emerging Markets Research Equity Core Fund GBP S Ac Valor: 57793983
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.49%GBP 9.07
Wellington Emerging Markets Research Equity Core Fund USD N Ac
Wellington Emerging Markets Research Equity Core Fund USD N Ac Wellington Emerging Markets Research Equity Core Fund USD N Ac Valor: 57793981
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.44%USD 9.04