Wells Fargo (LUX) WW Glbl Low Volatility Eq I USD

Ranked 173 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Global Low Volatility Equity Fund seeks to produce returns that are similar to those of the MSCI World Index, but with lower volatility than the global equity markets, as measured by the MSCI World Index over a full market cycle.

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 7.7%
2018 -2.9% -6.9% 6.6% 5.0% -6.8%
2017 9.5% 6.0% 0.6% -0.4% 3.1%
2016 24.9% 9.1% 10.3% 3.8% 0.0%
2015 4.0% 5.1% -6.6% -1.8% 7.9%
2014 15.3% 3.6% 2.1% 3.1% 5.8%
2013 -5.1% -2.7% 0.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Rio Tinto Ltd ORD 2.54%
Coca-Cola European Partners PLC ORD 2.35%
Annaly Capital Management Inc ORD 2.35%
Exelon Corp ORD 2.25%
AGNC Investment Corp ORD 2.25%
Procter & Gamble Co ORD 2.03%
Merck & Co Inc ORD 2.01%
Motorola Solutions Inc ORD 1.96%
Aurizon Holdings Ltd ORD 1.96%
Rogers Communications Inc ORD 1.92%
28/02/2019

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date14/01/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1576831363

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).