Wellington Emerging Markets Opps S USD Acc UH

Ranked 106 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Greg Mattiko

Greg Mattiko is a portfolio manager at Wellington Management. He joined the group from JP Morgan Asset Management where he was a portfolio manager in the emerging markets equity team. Prior to joining JP Morgan, he was a director of portfolio management for Value Management & Research AG based in Kronberg, Germany, where he was responsible for European technology funds, global equities and US equity funds. He is a former director of the supervisory board of a French exchange-listed company, advised institutional clients in global asset allocation, and has experience in private equity valuation. He has also worked for Fidelity Investments.

Objective

The investment objective of the Portfolio is to seek long-term total returns. The Portfolio will seek to achieve its objective by investing primarily in equity securities and other FDI and securities with equity characteristics comprising depository receipts and market access products (including warrants on equities, options on equities and equity swaps)) of companies that are located, and/or conduct substantial business activities, in non-developed markets, including frontier markets (as defined by MSCI). The Investment Manager will look to the location of a company’s assets, revenues and earnings in determining whether a company conducts substantial business activities in non-developed markets and the location of a company’s stock exchange listing will have no bearing in this evaluation.

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 11.2%
2018 -13.4% -0.7% -3.6% -5.3% -4.6%
2017 30.1% 10.9% 1.9% 6.1% 8.5%
2016 29.0% 5.7% 9.4% 14.0% -2.1%
2015 -6.4% 7.6% -4.8% -13.1% 5.3%
2014 3.8% 0.2% -2.4%

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

Fund Info

  • Launch date21/01/2014
  • Share Class size44Mn
  • Base currencyUSD
  • ISIN IE00BF2ZTB17

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).