Wellington US Research Equity Fund EUR G AcH header image

Wellington US Research Equity Fund EUR G AcH

Fund

ISIN LU0456910800 / Valor 3869127

NAV (2025-11-25)
EUR 44.74+0.84%

Wellington US Research Equity Fund EUR G AcH
UMushroom community rating:

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

The Wellington US Research Equity Fund invests primarily in a diverse selection of U.S. stocks, utilizing in-depth research to identify and manage holdings aimed at long-term growth. With assets totaling around USD 772.9 million, the fund focuses on companies across various sectors within the U.S. market, seeking to build a robust portfolio through strategic stock selection and active management. Since its inception in June 1994, the fund has navigated different market conditions by concentrating on quality equities that align with its growth objectives.

Content summarized by AI chatbot
Tags:
active management 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

OTHER SHARE CLASSES OF THIS FUND

Wellington US Research Equity Fund USD N A1 Di
Wellington US Research Equity Fund USD N A1 Di Wellington US Research Equity Fund USD N A1 Di Valor: 27989376
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 30.70
Wellington US Research Equity Fund EUR N AcH
Wellington US Research Equity Fund EUR N AcH Wellington US Research Equity Fund EUR N AcH Valor: 34385661
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 19.15
Wellington US Research Equity Fund USD SP Ac
Wellington US Research Equity Fund USD SP Ac Wellington US Research Equity Fund USD SP Ac Valor: 35395362
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 29.10
Wellington US Research Equity Fund GBP T Ac
Wellington US Research Equity Fund GBP T Ac Wellington US Research Equity Fund GBP T Ac Valor: 44098313
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 24.37
Wellington US Research Equity Fund T USD AccU
Wellington US Research Equity Fund T USD AccU Wellington US Research Equity Fund T USD AccU Valor: 11835155
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 17.55
Wellington US Research Equity Fund EUR S Ac
Wellington US Research Equity Fund EUR S Ac Wellington US Research Equity Fund EUR S Ac Valor: 30871784
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%EUR 26.99
Wellington US Research Equity Fund USD D Ac
Wellington US Research Equity Fund USD D Ac Wellington US Research Equity Fund USD D Ac Valor: 3869114
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 84.56
Wellington US Research Equity Fund USD S Ac
Wellington US Research Equity Fund USD S Ac Wellington US Research Equity Fund USD S Ac Valor: 278025
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 230.22
Wellington US Research Equity Fund EUR N Ac
Wellington US Research Equity Fund EUR N Ac Wellington US Research Equity Fund EUR N Ac Valor: 38412838
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%EUR 25.29
Wellington US Research Equity Fund USD N Ac
Wellington US Research Equity Fund USD N Ac Wellington US Research Equity Fund USD N Ac Valor: 24700315
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 34.89