Wellington Durable Companies EUR S Acc Unh

Ranked 149 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Pozen

Daniel Pozen is an equity portfolio manager at Wellington Management Company, where he draws research from the firm’s global industry analysts, portfolio managers and other investment professional. Pozen joined Wellington in 2014.

Objective

The investment objective of the Portfolio is to seek to generate long term total returns primarily by investing globally in companies that the Investment Manager considers to be durable companies. Durable companies are those that the Investment Manager considers to exhibit stability and anticipates will generate positive returns over time. Stability is defined by the Investment Manager as a profit base that is not likely to decline significantly from current levels and future value creation largely through management’s ability to allocate capital effectively.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 149/752 Total Return
  • Rank 273/752 Standard Deviation
  • Rank 231/752 Max Drawdown
Fund Name Currency Loss
229 BMO Global Equity 4 Inc GBP

-10.2%

230 BBH Luxembourg Funds - Global Core Select I GBP

-10.2%

231 Wellington Durable Companies EUR S Acc Unh GBP

-10.2%

232 HSBC Global Equity Dividend A USD C GBP

-10.2%

233 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

233 AS SICAV I - World Equity A Acc USD GBP

-10.2%

233 UniValueFonds: Global A GBP

-10.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -1.8% -3.2% 5.8% 6.8% -10.2%
2017 12.2% 3.8% 2.1% 3.0% 2.8%
2016 25.4% 6.5% 8.6% 6.4% 1.8%
2015 12.8% 7.2% -5.8% 2.5% 9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date19/11/2014
  • Share Class size51Mn
  • Base currencyEUR
  • ISIN IE00BQV17N57

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).