Wellington Global Impact USD N Acc Unhdg

Ranked 375 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Patrick Kent

Patrick Kent, CFA, is a managing director and multi-asset portfolio manager at Wellington Management Company, working primarily on the Global Impact Strategy as part of the Global Multi-Asset Strategy team. He conducts both fundamental and impact analysis on equities. Prior to joining the firm in 2001, Kent worked as a senior analyst at Alydar Capital. He graduated from Babson College with an MBA and Bowdoin College with a BA in English and philosophy. Kent holds both Chartered Financial Analyst and Chartered Market Technician designations.

Eric Rice

Eric Rice is a managing director and multi-asset portfolio manager at Wellington Management Company, where he is the architect of their social impact strategy and manager of the Global Impact Portfolio. Rice’s passion for social impact developed through his work as a diplomat in Rwanda with the US department of State and prior to joining the firm in 1997, he was head of emerging markets research at Standard & Poor’s Global Insight. Rice graduated from Harvard University with a PhD and the University of California at Berkeley with a BA in economics.

Objective

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 by investing primarily in global equities, focusing on companies whose core business, in the opinion of the Investment Manager, aims to generate social and/or environmental change alongside a financial return.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -4.9% -3.1% 4.8% 2.8% -8.8%
2017 19.7% 6.9% 1.6% 3.1% 7.0%

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 date08/12/2016
  • Share Class size14Mn
  • Base currencyUSD
  • ISIN IE00BD72Z263

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).