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
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

14.21 %

1 Year rank in sector

93/470

Sector

FO Equity - International

Yield
-
Fund size

£ 522.1 m

FE Risk score

110

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.18 %8.12 %15.43 %24.41 %0 %
Sector-0.29 %5.14 %11.4 %21.65 %57.78 %
Rank within sector360 / 501140 / 49193 / 470161 / 374 /
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Calendar performance

YTD-20172016201520142013
Fund15.01 %1.67 %2.46 %0 %0 %
Sector9.3 %7.94 %0.71 %5.96 %21.26 %
Rank within sector89 / 487355 / 443168 / 393 / /
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Risk statistics

Alpha0.65
Beta1.17
Sharpe0.42
Volatility11.45
Tracking error4.29
Information ratio0.37
R-Squared0.88

Price movement

52 week high12.945
52 week low10.55
Current bid price0
Current offer price0
Current mid price12.6254

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-