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Wellington Multi-Asset Total Return Inc USD N Dis

Ranked 47 out of 68 in - Flexible USD over 3 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 investment objective of the Fund is to seek a combination of long term total returns with a regular income and actively manage downside risk. The investment objective of the Fund is to seek a combination of long term total returns with a regular income and actively manage downside risk.The Investment Manager will focus on diversification, differentiated implementation, dynamic asset allocation and disciplined risk management. The Fund may invest, either directly or indirectly (both long and short) through the use of FDI.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/11/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 3.5% -4.5%

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 date28/06/2018
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BF4JFZ70

Purchase Info

  • Min. initial investment5,000

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).