Fact sheet: Wellington Gbl Opps Eq

Fund information

Fund name
Wellington Global Opportunities Equity N Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Nicolas M. Choumenkovitch
since 12/02/2010
Fund objective
The Wellington Global Opportunities Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the MSCI All Country World index, seeking to achieve the objective by investing in the equity securities of companies worldwide.
Benchmark
MSCI AC World Net
Investment style
None
Investment method
Shares

Quick stats

1 Year return

20.57 %

1 Year rank in sector

124/485

Sector

FO Equity - International

Yield
-
Fund size

£ 551.1 m

FE Risk score

115

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.52 %8.05 %20.57 %29.08 %0 %
Sector0.98 %5.26 %15.53 %26.93 %61.31 %
Rank within sector201 / 502120 / 499124 / 485177 / 388 /
Quartile th2 nd1 st2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund23.09 %1.67 %2.46 %0 %0 %
Sector15.17 %7.94 %0.71 %5.96 %21.26 %
Rank within sector68 / 488356 / 444168 / 392 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha-0.21
Beta1.16
Sharpe0.43
Volatility11.24
Tracking error4.08
Information ratio0.2
R-Squared0.89

Price movement

52 week high13.6155
52 week low10.99
Current bid price0
Current offer price0
Current mid price13.5973

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-