Wellington Enduring Assets Fund USD GN Ac
ISIN IE00BNQ4RL64 / Valor 25140045
Wellington Enduring Assets Fund USD GN Ac
UMushroom community rating:
General Objective
The Wellington Enduring Assets Fund seeks long-term total returns through capital appreciation and income. The Fund primarily invests globally in companies that own long-lived physical assets in sectors such as utility, transportation, energy, real estate, and industrial sectors.
Fund Exposure
The Fund invests in shares and other securities with equity characteristics, such as preferred stocks, convertible securities, or depository receipts. It may also hold some bonds and invest either directly or via derivatives. The Fund supports certain environmental characteristics by investing in companies rated 1-3 for Environmental on an internal rating scale of 1-5.
Risks
The Fund is classified as a 5 on the risk and reward profile scale, indicating that over the past 5 years, the average amount by which returns varied each year was equal to or above 10% and less than 15%. Risks associated with the Fund include capital loss, concentration of investments, counterparty risk, currency risk, derivatives risk, volatility in emerging markets, equity market fluctuations, liquidity issues, operational risks, and sustainability risks.
Source
https://www.wellington.com/en-de/institutional/funds/enduring-assets-fund
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