Wellington Dynamic Dvsfd Inc EUR S Inc H

Ranked 25 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Managed by

Peter Wilke

Hamburg-born Peter Wilke is a portfolio manager at Wellington Management. He joined the firm in 2015 from BlackRock, where he worked for almost five years. He manages global multi-asset funds using tactical, flexible and outcome-oriented investment styles. A CFA charterholder, he graduated from the University of Nottingham with a degree in international economics and Warwick Business School at the University of Warwick with a master's in economics and finance. Outside of work Wilke enjoys football and tennis.

Objective

The investment objective of the Portfolio is to seek to deliver a regular income, with a secondary focus on capital growth. The strategy invests across a broad array of global assets as described below including equities, sovereign, corporate and inflation linked bonds to provide a diversified exposure to both income producing securities and assets with the potential to produce capital growth. The approach utilizes a dynamic asset allocation across these underlying assets that supports the income objective.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019
  • Rank 25/25 Total Return
  • Rank 15/25 Standard Deviation
  • Rank 24/25 Max Drawdown
Fund Name Currency Return
21 Legg Mason QS Conservative A USD Acc GBP

5.5%

22 UBAM Real Return ID USD GBP

4.3%

23 Coutts Multi Asset Global Defensive GBP A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4%

24 Pacific Multi-Asset Accumulator-Def GBP Inst GBP

-0.2%

25 Wellington Dynamic Dvsfd Inc EUR S Inc H GBP

-3.3%

Fund Name Currency Loss
21 WM Multi-Asset Conservative B (USD) in liq GBP

-4.0%

22 Oasis Crescent Glbl Low Equity Balanced B USD Acc GBP

-4.3%

23 Coutts Multi Asset Global Defensive GBP A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

24 Wellington Dynamic Dvsfd Inc EUR S Inc H GBP

-7.9%

25 UBAM Real Return ID USD GBP

-9.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.3%
2018 -4.6% -1.0% 0.3% 1.2% -5.0%
2017 10.2% 2.8% 3.6% 1.6% 1.8%
2016 17.9% 7.8% 5.9% 5.9% -2.5%
2015 0.2%

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 date28/07/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BYZFMQ72

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).