Wellington India Focus Equity Fund GBP E AcH header image

Wellington India Focus Equity Fund GBP E AcH

Fund

ISIN IE0001NXJ4P5 / Valor null

NAV (2025-02-07)
GBP 9.99+0.57%

Wellington India Focus Equity Fund GBP E AcH
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General Objective

The Wellington India Focus Equity Fund seeks to generate long-term total returns in excess of the MSCI India Index by investing in companies located in, and/or conducting substantial business in India. The fund aims to achieve this objective through an actively managed investment approach based on proprietary bottom-up fundamental research.

Fund Exposure

The fund is primarily exposed to Indian equities, focusing on companies that can create a sustainable competitive advantage. The investment style is characterized by a bottom-up approach, emphasizing attractively valued high-quality businesses. The fund's sector breakdown and asset classes are geared towards achieving long-term total returns in excess of the MSCI India Index.

Risks

Investing in the Wellington India Focus Equity Fund involves risks such as market risk, currency risk, and liquidity risk. The value of investments can fluctuate, and investors may not get back the full amount invested. Additionally, the fund's performance may be impacted by factors such as economic conditions, political events, and changes in regulations. Investors should carefully consider these risks before making investment decisions.

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Source

https://www.wellington.com/en-se/intermediary/funds/india-focus-equity-fund

Tags:
india msci india high quality companies

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OTHER SHARE CLASSES OF THIS FUND

Wellington India Focus Equity Fund USD E AcU
Wellington India Focus Equity Fund USD E AcU Wellington India Focus Equity Fund USD E AcU Valor: 13543589
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%USD 9.94
Wellington India Focus Equity Fund GBP S AcU
Wellington India Focus Equity Fund GBP S AcU Wellington India Focus Equity Fund GBP S AcU Valor: 13599878
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%GBP 9.45
Wellington India Focus Equity Fund EUR DL AcU
Wellington India Focus Equity Fund EUR DL AcU Wellington India Focus Equity Fund EUR DL AcU Valor: 13521965
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.80%EUR 9.51
Wellington India Focus Equity Fund USD D Ac
Wellington India Focus Equity Fund USD D Ac Wellington India Focus Equity Fund USD D Ac Valor: 54510966
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%USD 18.74
Wellington India Focus Equity Fund GBP E AcU
Wellington India Focus Equity Fund GBP E AcU Wellington India Focus Equity Fund GBP E AcU Valor: 13596696
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%GBP 9.48
Wellington India Focus Equity Fund USD N Ac
Wellington India Focus Equity Fund USD N Ac Wellington India Focus Equity Fund USD N Ac Valor: 54511982
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%USD 19.52
Wellington India Focus Equity Fund USD S Ac
Wellington India Focus Equity Fund USD S Ac Wellington India Focus Equity Fund USD S Ac Valor: 54511977
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%USD 19.65
Wellington India Focus Equity Fund GBP N AcU
Wellington India Focus Equity Fund GBP N AcU Wellington India Focus Equity Fund GBP N AcU
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%GBP 9.44
Wellington India Focus Equity Fund USD GD Ac
Wellington India Focus Equity Fund USD GD Ac Wellington India Focus Equity Fund USD GD Ac Valor: 22456947
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%USD 28.36