Fact sheet: Wellington US Eq LS

Fund information

Fund name
Wellington US Equity Long-Short N Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager
Steven C Angeli
since 06/05/2015
Fund objective
The Wellington US Equity 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 derivative and direct equity investments primarily in companies incorporated in, or exercising a significant part of their economic activities in the US. The Fund will establish long positions in companies or sectors with expected high appreciation potential and short positions in companies or sectors deemed unattractive by the Investment Manager.
Benchmark
No Specified Index
Investment style
Market Neutral Fundamental
Investment method
Equity

Quick stats

1 Year return

5.95 %

1 Year rank in sector

54/133

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 5.6 m

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.76 %7.39 %5.95 %0 %0 %
Sector0.81 %3.02 %4.71 %5.91 %17.26 %
Rank within sector16 / 14025 / 14254 / 133 / /
Quartile th1 st1 st2 nd th th

Calendar performance

YTD-20172016201520142013
Fund11.86 %-3.62 %0 %0 %0 %
Sector4.76 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector20 / 13768 / 109 / / /
Quartile th1 st3 rd th th th

Price movement

52 week high11.1043
52 week low9.86
Current bid price0
Current offer price0
Current mid price11.03

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-