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Wellington Global Quality Growth USD S Acc Unh

Ranked 404 out of 2948 in - Global over 12 months
All calculations are in USD 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 investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund against the MSCI All Country World Index, seeking to achieve the objective by investing primarily in equity securities issued by companies worldwide. The Index is market capitalization weighted and designed to measure the equity market performance of developed and emerging markets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/08/2016 - 31/08/2017
  • Rank 404/2948 Total Return
  • Rank 1565/2948 Standard Deviation
  • Rank 1745/2948 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% 7.3%
2016 1.6% -1.1% 2.1% 4.0% -3.2%
2015 10.8% 4.4% 3.3% -4.1% 7.2%
2014 11.0% 1.1% 5.3% 0.0% 4.2%
2013 36.6% 11.1% 1.6% 9.2% 10.7%
2012 20.7% 16.0% -5.1% 7.2% 2.3%
2011 -15.4% 5.4%

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. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date25/05/2011
  • Share Class size723Mn
  • Base currencyUSD
  • ISIN LU0629158030

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).