Wellington Global Contrarian Equity S

Ranked 378 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Gregory Pool

Gregory Pool, CFA, is a portfolio manager in Global Equity Portfolio Management and leader of the Global Contrarian team at Wellington Management Company based in Boston, where he currently manages the Global Contrarian approach. Prior to joining the firm in 2000, he worked as a senior associate at SCA Consulting. He graduated from the University of Pennsylvania with an MBA in finance and strategic management.

Objective

The Investment Manager will actively manage the Fund, seeking to achieve the objective by principally investing in equity securities issued by companies worldwide. The Funds investment approach is based on valuation and behavioural finance principles applied to overlooked and misunderstood companies. The Investment Manager employs a value-oriented, opportunistic and contrarian investment approach. The Fund generally will be fully invested in securities of issuers in countries around the world, and will invest across all market capitalizations. It generally will be diversified across issuers and broad economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.8%
2018 -7.0% -3.7% 5.9% 1.3% -10.0%
2017 11.3% 7.6% 1.2% 0.4% 1.9%
2016 28.8% 0.6% 7.9% 11.6% 6.5%
2015 5.9% 6.7% -3.2% -4.6% 7.4%
2014 6.6% 1.3% 1.5% 0.1% 3.6%
2013 25.9% 15.1% 0.8% 1.5% 6.9%
2012 10.0% 9.8% -8.7% 4.9% 4.6%
2011 -11.5% 2.3% -1.8% -17.2% 6.5%
2010 21.6% 12.7% -10.3% 8.4% 11.0%
2009 38.2% -4.9% 16.5% 21.4% 2.7%
2008 -23.8% -6.5% -4.2% -5.3% -10.2%
2007 -2.2% -3.2%

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 date03/04/2007
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU0277029376

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • 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).