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

14.31 %

1 Year rank in sector

27/42

Sector

FO Equity - Small Cap USA

Yield
-
Fund size

£ 67.9 m

FE Risk score

119

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.72 %11.9 %14.31 %0 %0 %
Sector4.41 %11.25 %16.41 %37.56 %85 %
Rank within sector30 / 4519 / 4527 / 42 / /
Quartile th3 rd2 nd3 rd th th

Calendar performance

YTD-20182017201620152014
Fund2.65 %10.78 %0 %0 %0 %
Sector3.15 %14.17 %18.31 %-4.12 %4.79 %
Rank within sector29 / 4528 / 42 / / /
Quartile th3 rd3 rd th th th

Price movement

52 week high144.15
52 week low119.92
Current bid price0
Current offer price0
Current mid price144.15

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-