Fact sheet: Wellington GbSeCapApEq

Fund information

Fund name
Wellington Global Select Capital Appreciation Equity S15 Unhedged Acc GBP
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Saul J. Pannell
since 30/07/2008
Steven C Angeli
since 30/07/2008
Michael T Carmen
since 30/07/2008
Fund objective
The Wellington Global Select Capital Appreciation Equity Fund seeks long-term capital appreciation. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing in equity securities issued by companies worldwide that are believed to have significant capital appreciation potential. The Fund's approach is based primarily on bottom-up research and is unconstrained across style, sector, region, industry, market capitalisation and countries globally including emerging markets.
Benchmark
MSCI World
Investment style
None
Investment method
Shares

Quick stats

1 Year return

18.19 %

1 Year rank in sector

213/485

Sector

FO Equity - International

Yield
-
Fund size

£ 55.0 m

FE Risk score

125

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.72 %9.81 %18.19 %52.3 %127.33 %
Sector0.25 %6.26 %16.75 %24.31 %64.51 %
Rank within sector53 / 50576 / 504213 / 48522 / 38511 / 290
Quartile th1 st1 st2 nd1 st1 st

Calendar performance

YTD-20172016201520142013
Fund17.55 %18.11 %10.32 %8.42 %32.25 %
Sector13.75 %7.94 %0.71 %5.96 %21.26 %
Rank within sector162 / 49487 / 44847 / 396138 / 34725 / 302
Quartile th2 nd1 st1 st2 nd1 st

Risk statistics

Alpha8.11
Beta0.87
Sharpe1.02
Volatility11.44
Tracking error8.3
Information ratio0.81
R-Squared0.48

Price movement

52 week high32.4623
52 week low26.54
Current bid price0
Current offer price0
Current mid price32.281

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-