Fact sheet: Wellington Gl Prs Port

Fund information

Fund name
Wellington Global Perspectives S Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Kenneth L. Abrams
since 30/10/2015
Fund objective
The Wellington Global Perspectives Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the MSCI All Countries World Small Cap index, seeking to achieve the objective by investing globally, primarily in the equity securities of small to mid-capitalisation companies with a market capitalisation typically below USD 10bn.
Benchmark
MSCI ACWI Small Cap
Investment style
Active
Investment method
Shares

Quick stats

1 Year return

26 %

1 Year rank in sector

18/476

Sector

FO Equity - International

Yield
-
Fund size

£ 166.4 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.01 %15.28 %26 %0 %0 %
Sector2.42 %8.34 %16.13 %32.48 %60.31 %
Rank within sector282 / 50335 / 49818 / 476 / /
Quartile th3 rd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund23.14 %9.42 %0 %0 %0 %
Sector13.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector47 / 489145 / 444 / / /
Quartile th1 st2 nd th th th

Price movement

52 week high12.9974
52 week low9.85
Current bid price0
Current offer price0
Current mid price12.9971

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-