Wellington Global Innovation USD N C Unh

Ranked 99 out of 752 in - Global over 12 months
All calculations are in GBP 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.


The Wellington Global Innovation Fund seeks long-term capital appreciation. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing primarily in equity securities issued by companies worldwide, including emerging markets, which the team believe to be drivers of innovation or beneficiaries of innovation. Although the Fund is not constructed relative to a benchmark, the MSCI All Country World Index will serve as a reference benchmark.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.5%
2018 3.4% 1.3% 12.0% 5.7% -13.9%
2017 8.1% 1.6% 7.6%

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 size02Mn
  • Base currencyUSD
  • ISIN LU1547288305

Purchase Info

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


  • 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).