Wellington Emerging Market Devpt USD N Acc Unhg

Ranked 33 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Daire Dunne

Daire Dunne is an emerging markets portfolio manager based in Wellington Management’s Singapore office. Dunne’s experience in top-down investing allows him to focus his research efforts on understanding evolving development trends within emerging economies.

Simon Charles Henry

Simon Henry, CFA, is an emerging market portfolio manager at Wellington Management Company based in Singapore, where his top-down background allows him to concentrate his research efforts on understanding evolving development trends.

Objective

The investment objective of the Portfolio is to seek to generate long term total returns. The Portfolio willseek to achieve its objective by investing primarily in companies domiciled in emerging markets, but also to a lesser extent, in developed and frontier (as defined by MSCI) market countries. The Fund will invest in shares and other securities with equity characteristics such as preferred stocks, convertible securities or depository receipts.

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 9.5%
2018 -9.1% -1.4% 0.0% -4.9% -3.0%
2017 32.7% 10.6% 4.5% 6.6% 7.7%
2016 25.3% 3.1% 11.1% 10.4% -1.0%

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 date08/10/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BY7RRR74

Purchase Info

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

Charges

  • Annual management0.80%
  • 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).