Fact sheet: Wellington Gbl Cap Cyc LS

Fund information

Fund name
Wellington Global Capital Cycles Long-Short N Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Keith E. White
since 20/05/2015
Fund objective
The Wellington Global Capital Cycles Long-Short Fund seeks long-term capital appreciation. The Investment Manager will actively manage the Fund, investing via long and short positions primarily through derivative and direct equity investments in a contrarian, counter-cyclical style with a focus on capital cycles across geographies and sectors. On the long side, the Fund may seek to invest in capital-intensive sectors where interest and investment have declined, but where the underlying assets and/or business models are sustainable and not easily replicated. Conversely it may seek short positions where capital is overly abundant and where business models are easily replicated.
Benchmark
No Specified Index
Investment style
Long/Short
Investment method
Equity

Quick stats

1 Year return

5.84 %

1 Year rank in sector

56/130

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 5.6 m

FE Risk score

92

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.04 %0.97 %5.84 %0 %0 %
Sector0.71 %3.86 %5.31 %8.6 %17.8 %
Rank within sector121 / 136103 / 14256 / 130 / /
Quartile th4 th3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund2.58 %15.43 %0 %0 %0 %
Sector5.44 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector94 / 1337 / 105 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high11.2297
52 week low10.16
Current bid price0
Current offer price0
Current mid price10.9756

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-