Wellington US Quality Growth Fund HKD A Ac
ISIN LU2361044949 / Valor 11353388
Wellington US Quality Growth Fund HKD A Ac
UMushroom community rating:
General Objective
The Fund seeks long-term total returns in excess of the S&P 500, primarily through investment in equity and equity-related securities of US companies. The Fund aims to identify market-leading companies with growing industry market share, improving fundamentals, and superior operating efficiency.
Fund Exposure
The Fund is generally unconstrained by market capitalization and sector but is expected to have a bias towards large-cap companies. It may be concentrated in a small number of individual companies and may invest up to 15% of the Fund's net asset value in non-US companies. The Investment Manager uses fundamental bottom-up analysis to focus on quality, growth, valuation upside, and capital return.
Risks
The Fund is classified as a 6 on the risk-reward profile scale, indicating moderate risk. Risks associated with the Fund include capital loss due to economic, regulatory, market sentiment, and political factors, concentration risk, counterparty risk, currency risk, derivatives risk, equity market volatility, hedging imperfections, liquidity risk, operational risk, and sustainability risks.
Source
https://www.wellington.com/en-lu/intermediary/funds/us-quality-growth-fund
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