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Wellington Durable Enterprises USD D Acc - IE000XYE3Z68
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: IE000XYE3Z68 | Benchmark dichiarato: 100% MSCI ACWI NR USD |
| Prezzo/Nav al 23/12/2024: 12,43 USD | 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: USD |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 5,00% |
| 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 % | 15,16% | 13,28% |
| Rendimento 1 anno % | 16,13% | 14,41% |
| Rendimento 3 anni % | ND | 3,96% |
| Rendimento 5 anni % | ND | 8,08% |
| Rendimento 10 anni % | ND | 8,60% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Wellington Durable Enterprises USD D Acc 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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- AXA WF ACT Social Prog A CapUSD - LU1557118848
- AXA WF ACT Social Prog E CapEUR - LU1557119226
- AXA WF ACT Social Prog F CapEUR - LU1557119655
- AXA WF ACT Social Prog F CapUSD - LU1557119572
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- DWS Invest SDG Global Equities NC - LU1914384349
- GS Gbl Social Impact EQ-X Cap EUR - LU0332192888
- GS Gbl Social Impact EQ-X Cap USD - LU0121174428
- Jupiter Merian World Equity L EUR Acc - IE00BYR8H148
- JupiterMerian World Eq L € H Acc - IE00B2899S33
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- M&G (Lux) Global Maxima A USD Inc - LU2065170008
- M&G (Lux) Positive Impact A EUR Acc - LU1854107221
- M&G (Lux) Positive Impact A EUR Inc - LU1854107148
- M&G (Lux) Positive Impact A USD Acc - LU1854104046
- M&G (Lux) Positive Impact A USD Inc - LU1854103824
- Thematics Meta R/A EUR - LU1951204046
- Thematics Meta R/A H-EUR - LU1951202693
- Thematics Meta R/A USD - LU1923622614
- Thematics Meta RE/A EUR - LU1951204988
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- Thematics Safety R/A EUR - LU1951225553
- Thematics Safety R/A H-EUR - LU1951224077
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- Thematics Safety RE/A EUR - LU1951225637
- Thematics Safety RE/A H-EUR - LU1951224234
- Thematics Subscription Economy R/A EUR - LU2095319849
- Thematics Subscription Economy R/A H-EUR - LU2095319922
- Thematics Subscription Economy R/A USD - LU2095319765
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- Thematics Subscription Economy RE/A USD - LU2095320185
- Thematics Subscription EconomyRE/A H-EUR - LU2095320425
- NEF Ethical Global Trends D EUR Dis - LU2605905293
- NEF Ethical Global Trends R EUR Acc - LU2051778178
- Pictet-Global Megatrend Sel HR EUR - LU0474970273
- Pictet-Global Megatrend Sel R EUR - LU0391944815
- Pictet-Global Megatrend Sel R USD - LU0386865348
- Pictet-Security HR EUR - LU0650149049
- Pictet-Security R EUR - LU0270905242
- Pictet-Security R USD - LU0256846568
- Robeco QI Global Value Equities D EUR - LU1940065862
- UBAM Positive Impact Global Eq UC EUR - LU2351120352
- UBAM Positive Impact Global Eq UC USD - LU2351120782
- UBS (Lux) ES Enga for Imp(USD) P Acc - LU1679116845
- UBS (Lux) ES Enga for Imp(USD)EUR H PAcc - LU1679117579
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