Fact sheet: Wellington GlHthcr LS

Fund information

Fund name
Wellington Global Health Care Long-Short D Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager
Global Health Care Team
since 18/03/2015
Fund objective
The Wellington Global Health Care Long-Short Fund seeks long-term capital appreciation. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing via long and short positions through direct and derivative investments, primarily in the equity, and equity related securities of companies that derive a major portion of profits from the health care sector globally. The Fund will be unconstrained across health care sub-sectors, market capalisations and geographic regions and will fluctuate based on the Investment Managers view of market opportunities.
Benchmark
No Specified Index
Investment style
130/30,Growth
Investment method
Shares

Quick stats

1 Year return

7.72 %

1 Year rank in sector

19/29

Sector

FO Equity - Pharma Health & Biotech

Yield
-
Fund size

£ 82.0 m

FE Risk score

120

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.7 %0.15 %7.72 %0 %0 %
Sector4.51 %4.02 %9.81 %21.13 %99.13 %
Rank within sector28 / 3020 / 3019 / 29 / /
Quartile th4 th3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund9.64 %-1.84 %0 %0 %0 %
Sector15.98 %-9.92 %7.24 %28.08 %41.03 %
Rank within sector21 / 296 / 29 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high12.04
52 week low10.22
Current bid price0
Current offer price0
Current mid price11.6747

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-