This is a marketing communication. Please refer to the Fund Prospectus and KID and/or offering documents before making any final investment decisions. Please refer to the risks section at the bottom of this page.
Why invest?
Portfolio diversification potential
Exposure to companies with diverse revenue streams: within the MSCI All Country World Index (MSCI ACWI), around 40% of constituents’ revenues come from outside their home countries.1
High-growth markets
Global equities provide active fund managers with broad opportunities and exposure to companies operating in diverse, high-growth markets, no matter where they are located. In fact, annual earnings-per-share (EPS) growth for the MSCI ACWI ex USA Index averaged 9.6% from 2020 to 2024, compared to 4.5% for the prior five calendar years.2
Long-term return potential
Investing in companies with high revenue growth potential, sustainable high profit margins, healthy balance sheets and established management teams could provide a dynamic springboard for future returns.
Disciplined process
We think the Fund’s focus on ranking stocks based on quality, growth, total capital return and valuation upside enables us to better identify market-leading companies in markets experiencing improving fundamentals.
Dynamic positioning
Using Wellington’s Global Cycle Index, we can assess where we are in the global economic cycle and tailor our portfolio positioning to capitalise on periods of market inflection.
Downside protection potential
In times of market stress, quality companies generally have cleaner balance sheets and typically continue returning capital to shareholders via dividends or share buybacks. Avoiding companies with deteriorating fundamentals due to earnings revisions can further support downside protection over time.
Core equity allocation with a growth bias
Diversification
Downside mitigation potential
Upside participation potential
1MSCI, as of 30 September 2024 | 2FactSet, as of 31 December 2024. PAST INDEX OR THIRD-PARTY PERFORMANCE DOES NOT PREDICT FUTURE RETURNS.
The fund in 60 seconds
The Wellington Global Quality Growth Fund is actively managed and seeks long-term total returns in excess of the MSCI All Country World Index. The Fund seeks to achieve the objective by investing primarily in equity securities issued by companies worldwide, emphasising a balance of growth, valuation, capital return and quality criteria in selecting stocks.
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.
explore our investment solutions
In a new era of volatility, we see reasons for optimism. Below is a selection of funds aimed at showing how you can potentially achieve your financial goals through a balance of approaches across fixed income and equities.
Wellington Credit Total Return Fund
Owning credit when we feel there is value, seeking safety in Treasuries and cash when valuations appear stretched.
Wellington euro high yield bond fund
Investing primarily in euro-denominated high-yield bonds, focusing on out-of-favour market opportunities..
Contact us
Consider the risks
Investors should consider the risks that may impact their capital, before investing. The value of your investment may fluctuate from the time of the original investment. Please refer to the risks section enclosed.
Investment risks
CAPITAL: Investment markets are subject to economic, regulatory, market sentiment and political risks. All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment. The Fund may experience high volatility from time to time. | CONCENTRATION: Concentration of investments within securities, sectors or industries, or geographical regions may impact performance. | CURRENCY: The value of the Fund may be affected by changes in currency exchange rates. Unhedged currency risk may subject the Fund to significant volatility. | EMERGING MARKETS: Emerging markets may be subject to custodial and political risks, and volatility. Investment in foreign currency entails exchange risks. | EQUITIES: Investments may be volatile and will fluctuate according to market conditions, the performance of individual companies and that of the broader equity market. | HEDGING: Any hedging strategy using derivatives may not achieve a perfect hedge. | MANAGER: Investment performance depends on the investment management team and their investment strategies. If the strategies do not perform as expected, if opportunities to implement them do not arise, or if the team does not implement its investment strategies successfully; then a fund may underperform or experience losses. | SUSTAINABILITY: A Sustainability Risk can be defined as an environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment.
Please refer to the Fund Prospectus and KIID/KID for a full list of risk factors and pre-investment disclosures.
