Fact sheet: Wellington Commodities

Fund information

Fund name
Wellington Commodities AG USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Fund objective
The Fund seeks long-term total returns.
Benchmark
-
Investment style
Active
Investment method
Futures

Quick stats

1 Year return

18.27 %

1 Year rank in sector

12/96

Sector

FO Commodity & Energy

Yield
-
Fund size

£ 488.8 m

FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund8.65 %21.64 %18.27 %-14.3 %-42.85 %
Sector3.95 %10.61 %5.11 %5.87 %-11.57 %
Rank within sector5 / 977 / 9712 / 9688 / 9373 / 79
Quartile th1 st1 st1 st4 th4 th

Calendar performance

YTD-20182017201620152014
Fund4.09 %17.48 %-4.84 %-30.96 %-19.97 %
Sector2.4 %5.63 %23.06 %-19.83 %-8.99 %
Rank within sector23 / 9714 / 9691 / 9485 / 9375 / 84
Quartile th1 st1 st4 th4 th4 th

Risk statistics

Alpha-8.84
Beta1.05
Sharpe-0.02
Volatility18.61
Tracking error12.52
Information ratio-0.76
R-Squared0.54

Price movement

52 week high9.3666
52 week low7.21
Current bid price0
Current offer price0
Current mid price9.405

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-