Wellington US Dynamic Equity Fund USD N Ac header image

Wellington US Dynamic Equity Fund USD N Ac

Fund

ISIN IE00BHR46S39 / Valor 51692617

NAV (2025-04-25)
USD 15.70-0.00%

Wellington US Dynamic Equity Fund USD N Ac
UMushroom community rating:

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

The Wellington US Dynamic Equity Fund is actively managed to achieve higher long-term returns than the S&P 500 by investing primarily in a focused selection of high-conviction U.S. stocks. The fund combines these concentrated equity holdings with broad exposure to the overall U.S. market represented by the S&P 500, aiming to leverage both specific growth opportunities and the stability of large-cap index performance. By balancing selective stock picks with comprehensive market coverage, the fund seeks to optimize its portfolio for enhanced performance in varying market conditions.

Content summarized by AI chatbot
Tags:
growth us equities s&p 500

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