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

11.94 %

1 Year rank in sector

16/96

Sector

FO Commodity & Energy

Yield
-
Fund size

£ 467.5 m

FE Risk score

106

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.41 %7.14 %11.94 %-34.94 %-48.04 %
Sector0.34 %2.88 %4.9 %-5.86 %-14.11 %
Rank within sector14 / 9721 / 9716 / 9689 / 9274 / 78
Quartile th1 st1 st1 st4 th4 th

Calendar performance

YTD-20172016201520142013
Fund10.92 %-4.84 %-30.96 %-19.97 %-11.54 %
Sector2.49 %23.06 %-19.83 %-8.99 %-6.61 %
Rank within sector14 / 9693 / 9584 / 9374 / 8460 / 79
Quartile th1 st4 th4 th4 th4 th

Risk statistics

Alpha-11.77
Beta1.05
Sharpe-0.03
Volatility18.83
Tracking error12.68
Information ratio-0.99
R-Squared0.54

Price movement

52 week high8.5472
52 week low7.21
Current bid price0
Current offer price0
Current mid price8.606

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-