Wellington Global Health LS USD N C Unhgd

Ranked 570 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks long-term capital appreciation. It will be actively managed, investing primarily in health care companies globally, including emerging markets. The Fund will be unconstrained across health care and related sub-sectors (such as pharmaceutical, biotechnology, medical technology and health services), market capitalisations and geographic regions. The Fund primarily invests in shares and othersecurities with equity characteristics such as preferred stocks or depository receipts; and may also use securities such as bonds, currencies, indices, cash and cash equivalents.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -1.6% -1.0% 4.5% 5.5% -9.8%
2017 -4.2% 6.4% -2.2% -2.3% -5.8%
2016 17.8% -5.6% 15.8% 4.1% 3.6%
2015 -1.3% 2.9% 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 date18/03/2015
  • Share Class size22Mn
  • Base currencyUSD
  • ISIN LU1169587836

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).