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Wellington Multi-Asset Absolute Ret S Acc Hdg

Ranked 13 out of 26 in - Multi Strategy over 36 months
All calculations are in GBP unless stated

Managed by

Stephen A. Gorman

Stephen Gorman, CFA, is a senior managing director, director of tactical asset allocation and portfolio manager at Wellington Management Company, where he focuses on risk-balanced, alternative beta and diversified growth approaches, including the firm’s Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining the firm in 2008, Gorman worked as chief investment officer and director of research at 2100 Capital Group. He graduated from Dartmouth College with an MBA, high distinction and from the College of the Holy Cross with a BA, magna cum laude in economics.

Objective

The Fund seeks absolute returns (positive returns irrespective of the market conditions) above a cash benchmark over the medium to long-term and to systematically manage downside risk. The Fund will be actively managed, investing in both long (benefits when an investment's price goes up) and short (benefits when an investment's price goes down) positions in a broad range of asset classes and countries globally, including emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 28/02/2016 - 28/02/2019
  • Rank 13/26 Total Return
  • Rank 1/26 Standard Deviation
  • Rank 2/26 Max Drawdown
Fund Name Currency Return
11 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7%

12 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

5.2%

13 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1%

14 JPM Global Macro Opportunities A Net Acc GBP

4.2%

15 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

2.1%

Fund Name Currency Risk
1 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1

2 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1

3 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

3.1

4 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

5 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

Fund Name Currency Loss
1 Sanlam Multi-Strategy Founder GBP GBP

-3.3%

2 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

3 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

4 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-4.0%

5 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.3% -1.2% 0.6% 0.7% -3.4%
2017 4.8% 1.9% 0.5% 1.6% 0.7%
2016 1.2% 0.0% 1.0% 1.3% -1.1%
2015 0.2% 1.4% -1.4% -1.6% 1.9%
2014 3.3% 2.1% 1.5% -2.7% 2.5%
2013 5.2% 2.9% -1.8% 3.9% 0.2%

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 date28/11/2012
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B87C8G63
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • 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).