Wellington US Brand Power Fund USD DL Ac header image

Wellington US Brand Power Fund USD DL Ac

Fund

ISIN LU2294321505 / Valor 59828503

NAV (2025-02-14)
USD 12.48-0.10%

Wellington US Brand Power Fund USD DL Ac
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General Objective

The fund seeks long-term total returns above the S&P 500 Index by investing in high-quality companies with strong brands that display attractive long-term growth potential and fundamental characteristics.

Fund Exposure

The fund is exposed to companies with strong brands across various sectors and geographies, focusing on asset-weighted market capitalization, beta, and tracking risk to achieve its investment objective.

Risks

Investors should be aware that the fund's capital is at risk, and past performance does not guarantee future returns. Additionally, fluctuations in currency exchange rates could impact the fund's performance for investors with different base currencies.

Content summarized by AI chatbot
Source

https://www.wellington.com/en-sg/individual/funds/us-brand-power-fund

Tags:
s&p 500 us companies brand focused

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OTHER SHARE CLASSES OF THIS FUND

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
-0.17%HKD 14.32
Wellington US Brand Power Fund USD D Ac
Wellington US Brand Power Fund USD D Ac Wellington US Brand Power Fund USD D Ac Valor: 59828466
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Annual Return

-50%0%+50%

Risk level

110
-0.10%USD 12.77
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
-0.85%GBP 14.70
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%SGD 13.67
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%USD 14.30
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
-0.09%USD 13.16
Wellington US Brand Power Fund USD E Ac
Wellington US Brand Power Fund USD E Ac Wellington US Brand Power Fund USD E Ac Valor: 59828516
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Annual Return

-50%0%+50%

Risk level

110
0.32%USD 13.57
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
-0.09%USD 13.26