Investment Objective
The Wellington Disruptive Technology and Innovation Fund seeks long-term capital appreciation, primarily investing via long and short positions in the equity and equity related securities of companies globally whose primary focus is to provide or use technology and/or innovation to disrupt traditional business models to drive growth. The Fund's investment approach is based on the view that disruption caused by the pace of innovation in technology and business models is creating long-term investment opportunities for long and short investing.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.2 | 0.3 | 0.0 | 0.5 | 0.8 | 0.5 | 0.8 | 0.1 | 0.1 | 0.5 | 0.7 | 0.1 | 0.2 | |
| 2019 | 0.1 | 0.6 | 0.3 | 0.7 | 0.1 | 0.0 | 0.8 | 0.6 | 1.0 | 0.3 | 0.7 | 0.3 | 0.3 |
