Wellington Global Quality Growth USD S Acc Unh

Ranked 51 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John Boselli

John Boselli is a portfolio manager in Global Equity Portfolio Management on the team that manages Global, EAFE, and European Quality Growth portfolios. He manages equity assets drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He works in our Boston office. Prior to joining Wellington Management in 2002, John worked as a managing director in the Global Equity Research Group at Putnam Investments Inc. During his time at Putnam, he covered the industrials, telecom, technology, and consumer sectors. Before that, he worked as a senior manager at PricewaterhouseCoopers, LLP and as a geophysical engineer at Western Geophysical International, Inc. John earned his MBA with a concentration in finance from DePaul University (1989) and his BS in geophysical engineering from the Colorado School of Mines. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Objective

The Fund seeks long-term total returns (capital appreciation and income). The Fund will be actively managed against the MSCI All Country World Index (the Index), investing primarily in companies globally which are selected using a balance of growth, valuation, capital return and quality criteria. The Fund will be unconstrained across sector, industry and country globally including emerging markets. The Index is market capitalisation weighted and designed to measure the equity market performance of developed and emerging markets.

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 12.7%
2018 4.6% 0.1% 9.4% 6.5% -10.4%
2017 19.3% 7.7% 3.3% 1.9% 5.3%
2016 21.2% 1.4% 9.8% 7.0% 1.8%
2015 17.3% 9.7% -2.5% -0.4% 10.2%
2014 17.9% 0.5% 2.7% 5.5% 8.4%
2013 34.0% 18.9% 1.8% 2.3% 8.3%
2012 15.4% 12.8% -3.3% 4.1% 1.7%
2011 -12.8% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/05/2011
  • Share Class size2,096Mn
  • Base currencyUSD
  • ISIN LU0629158030

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).