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Wellington Global Innovation USD S C Unh

Ranked 3 out of 267 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Michael Masdea

Michael Masdea is a senior vice president and equity portfolio manager at Wellington Management Company, where he is responsible for semiconductors and equipment industries and is a member of the technology team. With a strong research background, including eight years as a global industry analyst, Masdea has a long history of following industries characterised by rapid change and disruption.

Objective

The fund invests in companies globally that provide structural long-term growth opportunities independent of global growth and the economic cycle, focusing on companies that aim to drive innovation or benefit from innovation or trend. The Fund is unconstrained and may at times be concentrated across market capitalisation, sector, industry and country, including emerging markets. The investment strategy for the Fund focuses on a long time horizon (up to 10 years) as many of the investment themes may take time to develop.

Showing fund performance in Norway View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.6% 11.1%
2017 5.3% 1.4% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date16/02/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1547288214

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).