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Anlagepolitik
So investiert der Wellington Universal Vision Fund USD D Ac Fonds: The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the MSCI All Country World Index (the “Index”) and achieve the objective, primarily through investment in equity and equityrelated securities of companies worldwide, using a risk-managed framework, seeking to provide exposure to multiple equity ‘factors’. Factors are common characteristics (for example, including but not limited to company valuation, company earnings growth, share price volatility) that apply to a group of issuers or securities and that are important in explaining the returns and risks of those issuers’ securities.
Rating für Wellington Universal Vision Fund USD D Ac Fonds
€uro FondsNote | - |
Fonds Performance: Wellington Universal Vision Fund USD D Ac Fonds
Performance 1 Jahr | 11,34 | |
Performance 2 Jahre | -13,58 | |
Performance 3 Jahre | 11,73 | |
Performance 5 Jahre | - | |
Performance 10 Jahre | - |
Fundamentaldaten
WKN | A2PN45 |
ISIN | IE00BKFHS340 |
Name | Wellington Universal Vision Fund USD D Ac Fonds |
Fondsgesellschaft | Wellington |
Aufgelegt in | Ireland |
Auflagedatum | 17.09.2019 |
Kategorie | Aktien weltweit Standardwerte Blend |
Währung | USD |
Volumen | 3 338 398,72 |
Depotbank | State Street Custodial Services (Ireland) Limited |
Zahlstelle | BNP Paribas Securities Services,Paris,succursale de Zurich |
Fondsmanager | Tom Simon, Matt J. Kyller |
Geschäftsjahresende | 31.12. |
Berichtsstand | 13.11.2023 |
Konditionen
Ausgabeaufschlag | 5,00 % |
Verwaltungsgebühr | % |
Depotbankgebühr | % |
VL-fähig? | Nein |
Mindestanlage | 4 730,35 |
Ausschüttung | Thesaurierend |
Fondsgesellschaft
Name | Wellington Luxembourg S.à r.l. |
Postfach | 33, Avenue de la Liberté |
PLZ | L-1931 |
Ort | Luxembourg |
Land | |
Telefon | |
Fax | |
Internet | http://www.wellingtonfunds.com |