John Boselli, CFA

AAA

11 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Wellington Management

Professional background

Managing Director, Global Equity Research Group. Putnam Investments. Senior Manager, PricewaterhouseCoopers, LPP.Geophysical engineer, Gestern Geophysical International.

Educational background

MBA. DePaul University. BS in geophysical engineering, Colorado School of Mines.

Performance

14.08%

Manager Annualised Return Since Inception

10.83%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

14.08%

10.83%

3.24%

10Y

9.24%

12.36%

-3.13%

9.92%

9.34%

0.59%

*Inception date: 5/25/2011

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Wellington Global Quality Growth

Emphasising a balance of growth, valuation, capital return and quality criteria in selecting stocks.

Benchmark
MSCI World, Net

Class
Class S

ISIN
LU0629158030

AUM
5,580,493,776.78 €

Ongoing Charges
0.85%