Wellington Durable Enterprises USD S Acc Unh

Ranked 3 out of 35 in - Global Small & Medium Companies 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 Fund seeks long-term total returns (capital appreciation and income). The Fund will be actively managed, investing primarily in companies globally (including emerging markets) that are believed to be more stable than the market perceives. The Fund will invest in shares and other securities with equity characteristics such as preferred stocks, convertible securities or depository receipts. In order to identify these businesses at more attractive valuations, the Investment Manager looks for stability in less conventional places such as mid and small capitalisation companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.5%
2018 7.2% 8.3% -9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date10/01/2018
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN IE00BF426B92

Purchase Info

  • Min. initial investment5Mn

Charges

  • Annual management0.70%
  • 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).