Fund Introduction Video
In this video, Portfolio Manager Simon Henry, introduces the Wellington Emerging Market Development Fund.
In this article, Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success.
INVESTMENT EXAMPLES
We break down economic development into three themes: inclusion, innovation and sustainability.
Find out more about our understanding of economic development, the rationale behind some of our investments and what we believe to be their respective competitive advantages.
INCLUSION
This telecommunications company enables Inclusion through social empowerment.
INNOVATION
This industrial automation firm enables Innovation through automation and robotics.
SUSTAINABILITY
This manufacturer of new energy vehicles enables Sustainability through energy efficiency.
Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.
Source: Wellington Management.
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