Fact sheet: Wells Fargo WW USSmCpVl

Fund information

Fund name
Wells Fargo Worldwide US Small Cap Value Z USD
Fund company manager
Wells Fargo Asset Management L
Fund type
SIB
Fund manager(s)
Craig Pieringer
since 30/06/2016
Garth Nisbet
since 30/06/2016
Jeff Goverman
since 30/06/2016
Fund objective
The U.S. Small Cap Value Fund seeks long-term capital appreciation.
Benchmark
Russell 2000 Value Index
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

13.41 %

1 Year rank in sector

15/39

Sector

FO Equity - Small Cap USA

Yield
-
Fund size

£ 47.3 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.89 %4.38 %13.41 %0 %0 %
Sector-1.5 %4.93 %12.89 %26.51 %90.82 %
Rank within sector29 / 4427 / 4215 / 39 / /
Quartile th3 rd3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund5.28 %0 %0 %0 %0 %
Sector9.09 %18.31 %-4.12 %4.79 %37.92 %
Rank within sector30 / 41 / / / /
Quartile th3 rd th th th th

Price movement

52 week high138.05
52 week low118.21
Current bid price0
Current offer price0
Current mid price135.25

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-