Wellington Global Health Care Equity Fund USD N Ac
ISIN IE00B84TGD38 / Valor 20722572
Wellington Global Health Care Equity Fund USD N Ac
UMushroom community rating:
General Objective
The Fund seeks long-term total returns primarily through capital appreciation. It will be actively managed, investing primarily in health care companies globally with a market capitalization typically above US$1 billion. The Fund will invest across health care sub-sectors and may hold concentrated positions across sub-sectors but will be well diversified by issuer.
Fund Exposure
The Fund is exposed to health care companies globally, with a focus on those with a market capitalization above US$1 billion. It may invest in shares and other securities with equity characteristics such as preferred stocks, convertible securities, or depository receipts. The Fund may also invest in Emerging Markets, with up to 20% of net assets allocated to this region.
Risks
The Fund is classified as a 6 on the risk scale, indicating that over the past 5 years, the average amount by which returns varied each year was equal to or above 15% and less than 25%. Risks associated with the Fund include capital loss, concentration of investments, counterparty risk, currency risk, derivatives risk, equity market volatility, hedging imperfections, liquidity issues, operational risks, small and mid-cap company volatility, and sustainability risks.
Source
https://www.wellington.com/en-de/institutional/funds/global-health-care-equity-fund
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
