Objective
Seeks to provide long-term total returns that outpace inflation over a macroeconomic cycle.
Overview
A fund that seeks to provide long-term total returns that outpace inflation over a macroeconomic cycle through exposure to inflation-related equities, inflation-linked bonds, and commodities.
The portfolio managers are supported by the full resources of Wellington.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 05/28/2010
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects the performance and operating expenses of Class I-shares. Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 5/28/10.
Characteristics
% in Commodities | 13 |
---|---|
% in Inflation-Related Equities | 54 |
% in Inflation-Linked Bonds | 30 |
Shell PLC | 2.42 |
TotalEnergies SE | 2.26 |
BP PLC | 1.86 |
Exxon Mobil Corp. | 1.42 |
Repsol SA | 1.32 |
Archer-Daniels-Midland Co. | 1.31 |
Equinor ASA | 1.11 |
Cenovus Energy, Inc. | 1.10 |
FMC Corp. | 1.05 |
ConocoPhillips | 1.03 |
Total Portfolio % | 14.88 |
U.S. Treasury Inflation-Indexed Notes | 25.88 |
U.S. Treasury Inflation-Indexed Bonds | 3.05 |
Brazil Notas do Tesouro Nacional | 0.95 |
Mexico Udibonos | 0.44 |
Total Portfolio % | 30.32 |
United States | 39 |
United Kingdom | 14 |
France | 9 |
Canada | 8 |
Japan | 7 |
Australia | 4 |
Spain | 4 |
Norway | 3 |
Brazil | 3 |
Italy | 2 |
Insights
Fund Literature
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