Wellington Emer Mkts Syst Eqty USD S Acc UnH

Ranked 52 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

David J. Elliott

David Elliott, CFA, is a senior managing director and co-director of quantitative investments at Wellington Management Company, where he oversees the investment processes for the Quantitative Investment Group’s global suite of products and oversees the development of the group’s portfolio construction platform and related analytical tools. Prior to joining the firm in 1995 Elliott served as an independent information technology consultant to healthcare and financial services firms. He graduated from the University of Massachusetts with a BSc in Mathematics and Computer & Information Sciences and was admitted to the doctoral programme at the Massachusetts Institute of Technology. Elliott holds the Chartered Financial Analyst designation, is a member of the Boston Security Analysts Society and is certified by the Global Association of Risk Professionals as a Financial Risk Manager.

Objective

The investment objective of the Portfolio is to seek to generate long term total returns. The Portfolio will seek to achieve its objective by investing primarily in securities issued by companies domiciled in emerging market countries. Emerging markets countries are those countries included in the MSCI Emerging Markets Index (Index) and any countries which are pending inclusion due to a reclassification by the Index provider. The Index is designed to measure equity market performance in global emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -11.3% -2.5% -2.3% 0.1% -7.0%
2017 28.3% 11.7% 3.0% 5.9% 5.4%
2016 32.5% 7.7% 9.0% 12.4% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date23/11/2015
  • Share Class size168Mn
  • Base currencyUSD
  • ISIN IE00BYT57D54

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).