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

26.4 %

1 Year rank in sector

96/482

Sector

FO Equity - International

Yield
-
Fund size

£ 568.0 m

FE Risk score

118

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.53 %11.97 %26.4 %37.57 %0 %
Sector3.8 %9.11 %17.28 %31.78 %62.2 %
Rank within sector126 / 501144 / 49796 / 482137 / 389 /
Quartile th2 nd2 nd1 st2 nd th

Calendar performance

YTD-20182017201620152014
Fund5.05 %24.05 %1.67 %2.46 %0 %
Sector2.86 %16.28 %7.94 %0.71 %5.96 %
Rank within sector38 / 49998 / 482350 / 438167 / 388 /
Quartile th1 st1 st4 th2 nd th

Risk statistics

Alpha-0.37
Beta1.16
Sharpe0.48
Volatility11.19
Tracking error4.1
Information ratio0.18
R-Squared0.88

Price movement

52 week high14.3215
52 week low11.26
Current bid price0
Current offer price0
Current mid price14.3223

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-