Fact sheet: Wellington Commodities

Fund information

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

Quick stats

1 Year return

9.01 %

1 Year rank in sector

28/98

Sector

FO Commodity & Energy

Yield
-
Fund size

£ 442.9 m

FE Risk score

106

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund8.94 %11.59 %9.01 %-39.92 %-51.1 %
Sector4.04 %-0.4 %3.72 %-12.18 %-20.09 %
Rank within sector8 / 995 / 9928 / 9890 / 9576 / 79
Quartile th1 st1 st2 nd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund11.15 %-4.84 %-30.96 %-19.97 %-11.54 %
Sector0.68 %23.06 %-19.83 %-8.99 %-6.61 %
Rank within sector13 / 9895 / 9987 / 9878 / 8762 / 82
Quartile th1 st4 th4 th4 th4 th

Risk statistics

Alpha-13.07
Beta1.03
Sharpe-0.04
Volatility19
Tracking error12.49
Information ratio-1.12
R-Squared0.57

Price movement

52 week high8.5053
52 week low7.21
Current bid price0
Current offer price0
Current mid price8.4613

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-