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Wellington Durable Enterprises GBP N Ac - IE00BJ570V94
Obiettivo di investimento dichiarato
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to achieve the objective primarily by investing globally in companies that the Investment Manager considers to be durable companies and that have a minimum market capitalisation of USD 2 billion at initial purchase. Durable companies are those that the Investment Manager considers to exhibit stability and anticipates will generate positive returns over time. Stability is defined by the Investment Manager as a profit base that is not likely to decline significantly from current levels combined with the possibility of future value creation largely through management’s ability to allocate capital effectively.
Anagrafica e indicatori
| ISIN: IE00BJ570V94 | Benchmark dichiarato: 100% MSCI ACWI NR USD |
| Prezzo/Nav al 23/12/2024: 17,31 GBP | Benchmark Morningstar: Morningstar Global All Cap TME NR USD |
| Investimento minimo: 5.000,00 USD | Società di Gestione: Wellington Management |
| Categoria Morningstar: Azionari Internazionali Flex Cap | Valuta: GBP |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 0,70% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 15,95% | 13,28% |
| Rendimento 1 anno % | 16,38% | 14,41% |
| Rendimento 3 anni % | 8,89% | 3,96% |
| Rendimento 5 anni % | 8,13% | 8,08% |
| Rendimento 10 anni % | ND | 8,60% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Wellington Durable Enterprises GBP N Ac al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Azionari Internazionali Flex Cap.
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