Hong Kong (香港), Individual
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Fund overview
The Wellington US Quality Growth Fund is actively managed and seeks long-term total returns in excess of the S&P 500 Index, by primarily investing in the equities and equity-related securities of US companies, emphasising a combination of quality, growth, valuation upside and capital return in selecting stocks.
WHY WELLINGTON US QUALITY GROWTH FUND?
US Equity Investing ABC: Drive growth with quality control
Agile approach
Unconstrained in terms of market capitalisation and sector, exploring the full spectrum of US equities
Bottom-up stock selection
Emphasising a combination of stock characteristics: quality, growth, valuation upside and capital return
Conviction ideas
A concentrated portfolio of what we believe would be better equipped to capture return opportunities under different market conditions
Meet the manager
A musician and equity investor
Meet Tim Manning, who discusses how he “leads the band” in both music and investing with an attention to the rhythm.
Performance: PAST RESULTS AREN'T NECESSARILY INDICATIVE OF FUTURE RESULTS AND AN INVESTMENT CAN LOSE VALUE. Please refer to the Fund Details section under Key Fund Facts for the inception date of the specific share class. Calendar year performance for the inception year of share classes is calculated since inception to calendar year-end. Performance shown is calculated as NAV-to-NAV in the denominated currency and are net of fees and other expenses with dividends reinvested. Periods greater than one year are annualised. For funds/share classes denominated in foreign currencies, US/HK dollar-based investors are exposed to fluctuations in the currency exchange rate. Please note the fund has a swing pricing mechanism in place. If the last business day of the month is not a business day for the Fund, performance is calculated using the last available NAV. This may result in a performance differential between the fund and the index. Source: Fund - Wellington Management. Index - S&P.
Charges & Expenses: please refer to the offering documents for details.
DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.
