Fact sheet: Wellington Drble Cos

Fund information

Fund name
Wellington Durable Companies N Unhedged Inc GBP
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Daniel J. Pozen
since 19/11/2014
Fund objective
The Wellington Durable Companies Fund seeks long-term total returns. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing primarily in companies worldwide that exhibit more stability than the market perceives.
Benchmark
MSCI AC World Net
Investment style
None
Investment method
Shares

Quick stats

1 Year return

9.4 %

1 Year rank in sector

400/476

Sector

FO Equity - International

Yield
-
Fund size

£ 460.1 m

FE Risk score

89

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.31 %9.03 %9.4 %0 %0 %
Sector2.42 %8.34 %16.13 %32.48 %60.31 %
Rank within sector64 / 503249 / 498400 / 476 / /
Quartile th1 st2 nd4 th th th

Calendar performance

YTD-20172016201520142013
Fund11.29 %0 %0 %0 %0 %
Sector13.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector297 / 489 / / / /
Quartile th3 rd th th th th

Price movement

52 week high14.025
52 week low12.12
Current bid price0
Current offer price0
Current mid price13.9748

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-