Wellington US Research Equity Fund GBP T Ac header image

Wellington US Research Equity Fund GBP T Ac

Fund

ISIN LU1873137084 / Valor 44098313

NAV (2025-11-14)
GBP 24.15+0.37%

Wellington US Research Equity Fund GBP T Ac
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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.

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Tags:
active management us equities s&p 500

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OTHER SHARE CLASSES OF THIS FUND

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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 17.34
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
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Annual Return

-50%0%+50%

Risk level

110
0.17%EUR 26.56
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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 28.76
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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 227.54
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
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Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 18.94
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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 83.60
Wellington US Research Equity Fund EUR G AcH
Wellington US Research Equity Fund EUR G AcH Wellington US Research Equity Fund EUR G AcH Valor: 3869127
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Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 44.26
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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 30.34
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
0.17%EUR 24.89
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
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 34.49