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

14.83 %

1 Year rank in sector

274/482

Sector

FO Equity - International

Yield
-
Fund size

£ 56.6 m

FE Risk score

130

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.01 %8.25 %14.83 %57.02 %117.28 %
Sector3.71 %9.01 %17.4 %31.56 %61.97 %
Rank within sector218 / 501260 / 497274 / 48223 / 38913 / 302
Quartile th2 nd3 rd3 rd1 st1 st

Calendar performance

YTD-20182017201620152014
Fund4.25 %16.64 %18.11 %10.32 %8.42 %
Sector2.76 %16.28 %7.94 %0.71 %5.96 %
Rank within sector82 / 499241 / 48285 / 43846 / 388134 / 342
Quartile th1 st2 nd1 st1 st2 nd

Risk statistics

Alpha7.9
Beta0.85
Sharpe1.02
Volatility11.25
Tracking error8.27
Information ratio0.77
R-Squared0.47

Price movement

52 week high33.6576
52 week low28.37
Current bid price0
Current offer price0
Current mid price33.4615

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-