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
Characteristics
% in Commodities | 13 |
---|---|
% in Inflation-Related Equities | 53 |
% in Inflation-Linked Bonds | 29 |
Shell PLC | 2.22 |
TotalEnergies SE | 2.12 |
BP PLC | 1.61 |
Exxon Mobil Corp. | 1.40 |
Archer-Daniels-Midland Co. | 1.27 |
Repsol SA | 1.26 |
Enel SpA | 1.07 |
FMC Corp. | 1.07 |
Equinor ASA | 1.04 |
Nutrien Ltd. | 1.02 |
Total Portfolio % | 14.08 |
U.S. Treasury Inflation-Indexed Notes | 25.08 |
U.S. Treasury Inflation-Indexed Bonds | 2.80 |
Brazil Notas do Tesouro Nacional | 0.95 |
Mexico Udibonos | 0.44 |
Total Portfolio % | 29.27 |
Panama | 0 |
Canada | 0 |
South Africa | 0 |
Austria | 0 |
Guatemala | 0 |
Finland | 0 |
Greece | 0 |
Norway | 0 |
Malaysia | 0 |
Singapore | 0 |
Australia | 0 |
Chile | 0 |
Peru | 0 |
Japan | 0 |
China | 0 |
Denmark | 0 |
Brazil | 0 |
Germany | 0 |
Jordan | 0 |
United States | 0 |
France | 0 |
Ukraine | 0 |
Thailand | 0 |
Philippines | 0 |
Other | 0 |
Israel | 0 |
Sweden | 0 |
Taiwan | 0 |
Mexico | 0 |
Colombia | 0 |
Indonesia | 0 |
Turkey | 0 |
New Zealand | 0 |
Russia | 0 |
Switzerland | 0 |
Bulgaria | 0 |
Argentina | 0 |
Netherlands | 0 |
Euro Currency | 0 |
Italy | 0 |
Hungary | 0 |
Hong Kong | 0 |
Czech Republic | 0 |
Spain | 0 |
Morocco | 0 |
Dominican Republic | 0 |
Bermuda | 0 |
India | 0 |
United Kingdom | 0 |
Poland | 0 |
South Korea | 0 |
Insights
Fund Literature
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