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

25.77 %

1 Year rank in sector

8/41

Sector

FO Equity - Small Cap USA

Yield
-
Fund size

£ 47.0 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.65 %10.19 %25.77 %0 %0 %
Sector4.33 %8.99 %21.28 %38.85 %84.96 %
Rank within sector8 / 4617 / 448 / 41 / /
Quartile th1 st2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund8.57 %0 %0 %0 %0 %
Sector11.12 %18.31 %-4.12 %4.79 %37.92 %
Rank within sector29 / 43 / / / /
Quartile th3 rd th th th th

Price movement

52 week high137.64
52 week low104.24
Current bid price0
Current offer price0
Current mid price137.64

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-