The Global Research Equity Portfolio seeks to achieve high long-term total returns by principally investing either directly or indirectly, in equity and other securities with equity characteristics including, for example, shares and dividend-right certificates as well as in warrants on such securities issued by companies worldwide.
The Global Research Equity Portfolio will be actively managed by the global industry analysts in the Research Department of the Investment Manager, under the oversight of a Portfolio Coordinator. The investment approach is based on individual stock selection, with the timing and selection of countries for investment as well as specific investments at the discretion of the individual industry analysts. The Portfolio, over time, will not be oriented towards any particular investment style (e.g., growth, value, small companies); its characteristics will reflect the nature of the underlying stock selections. Turnover is expected to be moderate to high.
El fondo Wellington Global Research Equity Fund, con ISIN, LU0069024304 de la gestora Wellington Management Company LLP se sitúa en la posición 176 entre los 272 fondos de la categoría RV Global Cap. Grande Blend a 12 meses. Su rentabilidad a este plazo es del 8,66% con una volatilidad del 7,53%. El patrimonio del fondo asciende a 315.247.720 USD a fecha de 25 de November de 2017.