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GB00BQ1YHR87

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Analysis and statistics

  • Open
    0.4603$
  • Previous Close
    0.4603$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

GB00BQ1YHR87 identifies a fund, specifically the Wellington Global Stewards Fund I EUR Accumulation. It is an equity fund focused on investing in companies worldwide that demonstrate strong stewardship principles, incorporating environmental, social, and governance (ESG) factors into their business practices. The fund aims to achieve long-term capital growth by selecting companies believed to be well-managed and sustainable.

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Factors

Economic Conditions: Overall economic health impacts investor sentiment and fund performance. Strong economies boost returns; recessions reduce them.

Market Sentiment: Investor confidence and risk appetite drive fund flows. Positive sentiment increases demand; negative sentiment prompts selling.

Fund Management Expertise: The fund manager's skill in stock selection and portfolio allocation directly influences returns.

Fund Expenses: Management fees and operating costs reduce the fund's net asset value, impacting its price.

Interest Rates: Changes in interest rates affect the attractiveness of equities versus fixed income investments.

Geopolitical Events: Political instability and global events can create market volatility and affect fund prices.

Regulatory Changes: New regulations in the financial sector may increase compliance costs or alter investment strategies.

Company Specific News: News and financial performance of the companies held within the fund impact the fund's overall value.

Currency Fluctuations: For funds holding international assets, currency exchange rates impact returns when converted back to the fund's base currency.

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