Investment Overview
ObjectiveThe Activa Value Fund seeks to achieve long term capital appreciation by investing in large-cap value securities. |
StrategyThe Fund seeks to achieve its investment objective by investing in large-cap value stocks Designed to add value through bottom-up security selection Select stocks from a Value universe Combines fundamental research and quantitative valuation techniques Manage sources of risk other than stock selection Key takeaway: Only mutual fund available to deliver access to Wellington’s proprietary Value Intersection investment approach. |