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

17.97 %

1 Year rank in sector

77/471

Sector

FO Equity - International

Yield
-
Fund size

£ 530.0 m

FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.78 %9.95 %17.97 %26.88 %0 %
Sector1.19 %5.53 %12.92 %22.66 %56.53 %
Rank within sector117 / 503115 / 49277 / 471147 / 374 /
Quartile th1 st1 st1 st2 nd th

Calendar performance

YTD-20172016201520142013
Fund17.76 %1.67 %2.46 %0 %0 %
Sector10.82 %7.94 %0.71 %5.96 %21.26 %
Rank within sector89 / 485352 / 441167 / 391 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha-0.18
Beta1.17
Sharpe0.29
Volatility11.41
Tracking error4.16
Information ratio0.16
R-Squared0.89

Price movement

52 week high12.9594
52 week low10.55
Current bid price0
Current offer price0
Current mid price12.8375

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-