Fact sheet: Wellington Gbl Stgc Sovgn

Fund information

Fund name
Wellington Global Strategic Sovereign S Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager
Mark H Sullivan
since 31/03/2016
Fund objective
The Wellington Global Strategic Sovereign Fund seeks long-term total returns. The Investment Manager will actively manage the Fund, seeking to achieve the objective by providing investors with access to a long only, diversified portfolio of global government debt securities whilst strategically managing sovereign credit and interest rate risks. Although the Fund is not constructed relative to a benchmark, the Barclays Global Treasury Hedged to USD dollar Index will serve as a reference benchmark.
Benchmark
Bloomberg Barclays Global Treasuries - Hedged to USD
Investment style
Active,Strategic Investment
Investment method
Fixed Interest

Quick stats

1 Year return

-0.17 %

1 Year rank in sector

220/306

Sector

FO Fixed Int - Global

Yield
-
Fund size

£ 15.1 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.18 %0.64 %-0.17 %0 %0 %
Sector0.01 %2.35 %2.2 %6.22 %9.68 %
Rank within sector241 / 345249 / 331220 / 306 / /
Quartile th3 rd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund0.94 %0 %0 %0 %0 %
Sector3.34 %4.59 %-1.64 %3.66 %-1.56 %
Rank within sector228 / 318 / / / /
Quartile th3 rd th th th th

Price movement

52 week high10.03
52 week low9.88
Current bid price0
Current offer price0
Current mid price9.9905

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-