Wellington Global Research Equity Fund USD S Ac header image

Wellington Global Research Equity Fund USD S Ac

Fund

ISIN LU0069024304 / Valor 544392

NAV (2024-12-20)
USD 91.55+0.69%

Wellington Global Research Equity Fund USD S Ac
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The Wellington Global Research Equity Fund seeks long-term total returns by actively managing the Fund against the MSCI World index, investing in equity securities worldwide while limiting exposure to a maximum of 50% of the weighted average carbon intensity of the index.

Fund Exposure

The fund is primarily exposed to equity securities worldwide, with a focus on tracking the MSCI World index. It aims to achieve its objective through a diversified portfolio that includes various asset classes, sectors, and geographies.

Risks

Investing in the Wellington Global Research Equity Fund involves risks, including the potential for loss of capital. The fund's performance may be impacted by market fluctuations, changes in economic conditions, and other factors that can affect the value of equity securities in the portfolio. Investors should carefully consider these risks before making investment decisions.

Content summarized by AI chatbot
Source

https://www.wellington.com/en-de/institutional/funds/global-research-equity-fund

Tags:
active management global equities msci world index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Wellington Global Research Equity Fund SGD T Ac
Wellington Global Research Equity Fund SGD T Ac Wellington Global Research Equity Fund SGD T Ac Valor: 56712670
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%SGD 15.38
Wellington Global Research Equity Fund USD D Ac
Wellington Global Research Equity Fund USD D Ac Wellington Global Research Equity Fund USD D Ac Valor: 32830150
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.69%USD 22.76
Wellington Global Research Equity Fund GBP T Ac
Wellington Global Research Equity Fund GBP T Ac Wellington Global Research Equity Fund GBP T Ac Valor: 53616329
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%GBP 21.98
Wellington Global Research Equity Fund USD T Ac
Wellington Global Research Equity Fund USD T Ac Wellington Global Research Equity Fund USD T Ac Valor: 58470344
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%USD 13.86
Wellington Global Research Equity Fund SGD T AcH
Wellington Global Research Equity Fund SGD T AcH Wellington Global Research Equity Fund SGD T AcH Valor: 59366421
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%SGD 12.98
Wellington Global Research Equity Fund EUR S AcH
Wellington Global Research Equity Fund EUR S AcH Wellington Global Research Equity Fund EUR S AcH Valor: 11601883
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.69%EUR 11.51
Wellington Global Research Equity Fund CAD T A1 Di
Wellington Global Research Equity Fund CAD T A1 Di Wellington Global Research Equity Fund CAD T A1 Di Valor: 55071433
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%CAD 16.54
Wellington Global Research Equity Fund USD N AC
Wellington Global Research Equity Fund USD N AC Wellington Global Research Equity Fund USD N AC Valor: 25664965
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.69%USD 24.86
Wellington Global Research Equity Fund EUR S A1 Di
Wellington Global Research Equity Fund EUR S A1 Di Wellington Global Research Equity Fund EUR S A1 Di Valor: 52592938
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%EUR 14.64