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Wellington Global Quality Growth USD S Acc Unh

Ranked 1056 out of 2848 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.


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.


Global over : 31/03/2016 - 31/03/2017
  • Rank 1056/2848 Total Return
  • Rank 1189/2848 Standard Deviation
  • Rank 1079/2848 Max Drawdown
Fund Name Currency Loss
1079 Money&Co Equity USD


1079 Allianz Invest Progressiv T USD


1079 Acadian Global Managed Volatility Equity A

Currency exposure is hedged

Currency exposure is hedged



1079 AMP Capital Global Growth Opportunities Wh USD


1079 Wellington Global Quality Growth USD S Acc Unh USD


Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 9.0%
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

Asset Allocation



Top 10 Holdings

Stock Size
Alphabet Inc ORD 2.70
Microsoft Corp ORD 2.39
Brown Brothers Harriman & Co 2.21
Bank of America Corp ORD 1.96
Taiwan Semiconductor Manufacturing Co Ltd ORD 1.90 Inc ORD 1.89
Home Depot Inc ORD 1.87
Reckitt Benckiser Group PLC ORD 1.87
PepsiCo Inc ORD 1.86
Tencent Holdings Ltd ORD 1.83

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 size496Mn
  • Base currencyUSD
  • ISIN LU0629158030

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0


  • 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).