Wellington Global Value Equity GBP S0 C

Ranked 390 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ian Link

Ian Link, CFA, is a senior managing director and equity portfolio manger at Wellington Management Company, where he is a team analyst covering the technology sector and is an equity portfolio manager on the Value team. Link joined the firm in 2006 and prior to that, he worked for Deutsche Asset Management in New York where he was the lead portfolio manager for various technology sector funds. Link graduated from the University of California, Berkeley with an MBA and the University of California, Davis with a BA in economics.

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 that the Investment Manager believes are financially sound but temporarily out of favor, that provide above-average total return potential and generally sell at below-average price/earnings multiples. 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 : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -4.3% -4.0% 5.5% 6.0% -10.9%
2017 9.8% 5.2% -0.3% 0.7% 3.9%
2016 26.8% 1.4% 8.5% 7.4% 7.4%
2015 0.0% 7.2% -5.2% -7.8% 6.7%
2014 10.1% 0.8% 2.1% 2.8% 4.1%
2013 17.0% 13.3% 1.1% -1.2% 3.5%
2012 6.8% 7.7% -5.7% 3.1% 1.9%
2011 -6.3% 2.0% -1.8% -14.8% 9.7%
2010 18.6% 10.0% -10.2% 8.9% 10.3%
2009 19.4% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date19/05/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0423005783

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).