Wellington Global Perspectives (S:0P0000V0JL)
45.92
+1.58
(+3.56%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Ryder System, Inc. | 1.48% | 205.95 | -0.44% |
| MISUMI Group, Inc. | 1.32% | 16.67 | 0.00% |
| WESCO International, Inc. | 1.32% | 277.45 | -1.77% |
| SPIE SA | 1.32% | 53.04 | 0.00% |
| Belden, Inc. | 1.31% | 115.05 | -1.34% |
| Tokyu Fudosan Holdings Corp. | 1.31% | 8.425 | 0.00% |
| Lundin Mining Corp. | 1.27% | 35.04 | -0.28% |
| Stifel Financial Corp. | 1.21% | 74.07 | 0.12% |
| iA Financial Corp., Inc. | 1.20% | 157.39 | 0.71% |
| Onto Innovation, Inc. | 1.19% | 215.53 | 1.80% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |