Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Wellington Global Innovation USD A AcU
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.02.28
[{"name":"Amazon.com Inc","y":6.45},{"name":"NVIDIA Corp","y":5.22},{"name":"Alphabet Inc Class A","y":4.72},{"name":"Microsoft Corp","y":4.52},{"name":"Eli Lilly and Co","y":4.42},{"name":"MercadoLibre Inc","y":3.59},{"name":"Flutter Entertainment PLC","y":3.52},{"name":"Clean Harbors Inc","y":3.03},{"name":"Taiwan Semiconductor Manufacturing Co Ltd ADR","y":2.97},{"name":"Mastercard Inc Class A","y":2.71}]
Item
Percentages
1. Amazon.com Inc
6.45
2. NVIDIA Corp
5.22
3. Alphabet Inc Class A
4.72
4. Microsoft Corp
4.52
5. Eli Lilly and Co
4.42
6. MercadoLibre Inc
3.59
7. Flutter Entertainment PLC
3.52
8. Clean Harbors Inc
3.03
9. Taiwan Semiconductor Manufacturing Co Ltd ADR
2.97
10. Mastercard Inc Class A
2.71
Fund Information
Data Updated On 2025.04.26
Investment Objective
The investment objective of the Fund is to seek long-term capital appreciation in excess of the MSCI All Country World Index (the “Index”), primarily through investment in equity securities issued by companies worldwide, including emerging markets.
Key Facts
ISIN
LU2929499106
Asset Class
Equity Fund
Fund Category
Global Large-Cap Growth Equity
Geography
Global
Risk Rating
High
Morningstar Rating
--
Currency
USD
Fund Size
USD 262,818,094.00
Price
8.71
Nav Date
2025.04.23
Change(%)
2.02
Net Asset Value
8.71
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.00
Dividend Option
--
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Wellington Management
Establish Date
2024.11.21
Fund Manager
Michael T. Masdea
Fund Manager (Start Date)
2017.02.16
Fund Manager Intro
Mr. Masdea, Vice President and Global Industry Analyst of Wellington Management, joined the firm as an investment professional in 2008. Prior to joining Wellington Management, Mr. Masdea was a managing director and the global head of semiconductor research at Credit Suisse from 1999 through 2008.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.90
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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