Wellington US Quality Growth Fund SGD EA AccU header image

Wellington US Quality Growth Fund SGD EA AccU

Fund

ISIN LU2963889394 / Valor 14108854

NAV (2025-02-14)
SGD 10.16-0.63%

Wellington US Quality Growth Fund SGD EA AccU
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General Objective

The Wellington US Quality Growth Fund seeks long-term total returns in excess of the S&P 500 Index by primarily investing in the equities of US companies, emphasizing a combination of growth, valuation, capital return, and quality criteria in selecting stocks.

Fund Exposure

This fund is exposed to US equities, with a focus on growth, valuation, capital return, and quality criteria. It primarily invests in US companies to achieve its objective of long-term total returns in excess of the S&P 500 Index.

Risks

Investors should be aware that the Wellington US Quality Growth Fund is actively managed, which may result in higher fees and expenses compared to passively managed funds. Additionally, as with any investment in equities, there is a risk of capital loss due to market fluctuations.

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Source

https://www.wellington.com/en-dk/intermediary/funds/us-quality-growth-fund

Tags:
us equities s&p 500 large cap

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OTHER SHARE CLASSES OF THIS FUND

Wellington US Quality Growth Fund USD EA AccU
Wellington US Quality Growth Fund USD EA AccU Wellington US Quality Growth Fund USD EA AccU Valor: 14108852
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 10.35
Wellington US Quality Growth Fund HKD EA AccU
Wellington US Quality Growth Fund HKD EA AccU Wellington US Quality Growth Fund HKD EA AccU Valor: 14108854
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%HKD 10.36
Wellington US Quality Growth Fund EUR N AcU
Wellington US Quality Growth Fund EUR N AcU Wellington US Quality Growth Fund EUR N AcU Valor: 13444028
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.72%EUR 12.37
Wellington US Quality Growth Fund USD D Ac
Wellington US Quality Growth Fund USD D Ac Wellington US Quality Growth Fund USD D Ac Valor: 11023669
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 15.82
Wellington US Quality Growth Fund EUR EA AccU
Wellington US Quality Growth Fund EUR EA AccU Wellington US Quality Growth Fund EUR EA AccU Valor: 14108854
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.72%EUR 10.24
Wellington US Quality Growth Fund AUD A AccH
Wellington US Quality Growth Fund AUD A AccH Wellington US Quality Growth Fund AUD A AccH Valor: 11780807
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Annual Return

-50%0%+50%

Risk level

110
-0.03%AUD 13.91
Wellington US Quality Growth Fund GBP T AccH
Wellington US Quality Growth Fund GBP T AccH Wellington US Quality Growth Fund GBP T AccH Valor: 13218366
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%GBP 11.86
Wellington US Quality Growth Fund USD DL Ac
Wellington US Quality Growth Fund USD DL Ac Wellington US Quality Growth Fund USD DL Ac Valor: 11023669
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 15.48
Wellington US Quality Growth Fund USD N Ac
Wellington US Quality Growth Fund USD N Ac Wellington US Quality Growth Fund USD N Ac Valor: 11023669
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 16.30
Wellington US Quality Growth Fund SGD EA AccH
Wellington US Quality Growth Fund SGD EA AccH Wellington US Quality Growth Fund SGD EA AccH Valor: 14108852
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.02%SGD 10.33