Wellington Global Impact Fund USD N AcRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 26.9 | 11.7 | -13.3 | 6.7 | 6.0 |
![]() | +/-Cat | 12.6 | -3.3 | -3.5 | -2.7 | -0.4 |
![]() | +/-B’mrk | 14.4 | -7.3 | -5.3 | -7.9 | -5.7 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | USD 20.23 | |
Day Change | 0.21% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BD72Z263 | |
Fund Size (Mil) 14/08/2024 | USD 939.16 | |
Share Class Size (Mil) 14/08/2024 | USD 44.88 | |
Max Initial Charge | - | |
Ongoing Charge 14/03/2024 | 0.95% |
Morningstar Research |
Analyst Report | 28/03/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Wellington Global Impact has several favorable characteristics, including a well-defined and structured approach to impact investing and deep centralized resources available to its portfolio management team. But instability at the helm, including... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 25 |
Process | 23 |
Performance | |
Price |
Investment Objective: Wellington Global Impact Fund USD N Ac |
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will seek to understand the world’s social and environmental problems and to identify and invest in companies that it believes are addressing these needs in a differentiated way through their core products and services. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jason Goins 01/04/2023 | ||
Inception Date 08/12/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Global Impact Fund USD N Ac | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.53 |
![]() | ![]() | 3.44 |
![]() | ![]() | 3.19 |
![]() | ![]() | 3.11 |
![]() | ![]() | 2.98 |
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Wellington Global Impact Fund USD N Ac |