Wellington US Research Equity Fund GBP S Ac
ISIN LU1512743821 / Valor 34438680
Wellington US Research Equity Fund GBP S Ac
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General Objective
The Fund seeks long-term total returns through capital appreciation and income. It aims to outperform the S&P 500 Index by primarily investing in US companies, with the possibility of up to 10% in non-US companies. The investment approach is based on fundamental research by global industry analysts to achieve long-term total returns in excess of the Index.
Fund Exposure
The Fund is diversified by issuer relative to the US equity market and does not follow a particular investment style. It invests in shares, common stocks, depositary receipts, real estate securities, and other instruments. The Fund may use derivatives for investment purposes, with a focus on hedging risk. It supports certain environmental characteristics by limiting the weighted average carbon intensity of the Index to 50%.
Risks
The Fund is classified as a 6 on the risk-reward profile scale, indicating moderate to high risk. Material risks include exposure to economic, regulatory, market sentiment, and political risk, concentration risk, counterparty risk, derivatives risk, equity market volatility, imperfect hedging, liquidity risk, operational risk, and sustainability risk. These risks may impact the value of investments in the Fund.
Source
https://www.wellington.com/en-de/institutional/funds/us-research-equity-fund
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