Wellington US Brand Power Fund USD D Ac header image

Wellington US Brand Power Fund USD D Ac

Fund

ISIN LU2294321414 / Valor 59828466

NAV (2025-06-20)
USD 12.32-0.02%

Wellington US Brand Power Fund USD D Ac
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The Wellington US Brand Power Fund invests in a select group of U.S. companies renowned for their strong, well-managed brands. Focusing primarily on large-cap firms, the fund targets businesses that demonstrate pricing power, active customer loyalty, global reach, and solid financial fundamentals. By prioritizing companies with enduring brand value and attractive growth prospects, the fund aims to build a concentrated portfolio that leverages brand strength to achieve superior long-term returns compared to the S&P 500.

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Tags:
s&p 500 us companies brand focused

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OTHER SHARE CLASSES OF THIS FUND

Wellington US Brand Power Fund USD DL Ac
Wellington US Brand Power Fund USD DL Ac Wellington US Brand Power Fund USD DL Ac Valor: 59828503
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Annual Return

-50%0%+50%

Risk level

110
-0.03%USD 12.00
Wellington US Brand Power Fund USD S Ac
Wellington US Brand Power Fund USD S Ac Wellington US Brand Power Fund USD S Ac Valor: 59828530
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 12.83
Wellington US Brand Power Fund USD N Ac
Wellington US Brand Power Fund USD N Ac Wellington US Brand Power Fund USD N Ac Valor: 59828527
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 12.72
Wellington US Brand Power Fund SGD A AccH
Wellington US Brand Power Fund SGD A AccH Wellington US Brand Power Fund SGD A AccH Valor: 12294440
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Annual Return

-50%0%+50%

Risk level

110
-0.03%SGD 13.07
Wellington US Brand Power Fund USD A Ac
Wellington US Brand Power Fund USD A Ac Wellington US Brand Power Fund USD A Ac Valor: 12294440
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 13.78
Wellington US Brand Power Fund HKD A Ac
Wellington US Brand Power Fund HKD A Ac Wellington US Brand Power Fund HKD A Ac Valor: 12294440
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Annual Return

-50%0%+50%

Risk level

110
-0.02%HKD 13.92
Wellington US Brand Power Fund GBP N Ac
Wellington US Brand Power Fund GBP N Ac Wellington US Brand Power Fund GBP N Ac Valor: 59828523
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 13.32