Wellington Global Opportunities Eq S Acc USD

Ranked 297 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Nicolas Choumenkovitch

Nicolas Choumenkovitch is a portfolio manager for Global Equities and leader of Wellington Management's Global Opportunities Team. He manages equity assets, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Prior to joining Wellington Management in 1995, Nicolas worked as an associate at C.S. First Boston’s affiliate in Buenos Aires, Argentina (1993 – 1995). Before that, he worked as a financial analyst at the Bank of New York (1987 – 1990). Nicolas earned his MBA from the University of Virginia (Darden, 1992) and his BA in economics from Occidental College (1986). He is fluent in French and Spanish.

Objective

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund against the MSCI All Country World Index, seeking to achieve the objective by principally investing in equity securities issued by companies worldwide. The Index is market capitalization weighted and designed to measure the equity market performance of developed and emerging markets.

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 12.1%
2018 -7.0% -2.9% 6.7% 4.2% -13.8%
2017 13.5% 6.6% 1.8% 0.3% 4.4%
2016 21.5% -0.5% 6.7% 8.7% 5.3%
2015 8.5% 9.4% -4.2% -4.4% 8.2%
2014 11.6% -2.4% 2.6% 3.4% 7.9%
2013 30.9% 15.6% 3.5% 2.4% 6.9%
2012 14.8% 10.6% -3.2% 3.7% 3.4%

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. Korea
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date07/11/2011
  • Share Class size326Mn
  • Base currencyUSD
  • ISIN LU0375738332

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).