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Wellington Em Market Themes USD D Acc UnHgd

Ranked 7 out of 221 in - Global Emerging Markets over 12 months
All calculations are in CHF 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.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -2.6%
2017 38.2% 10.1% 3.6% 11.0% 9.1%
2016 5.7% -4.1% 5.1% 6.4% -1.4%

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. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date08/10/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BY7RRH76

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).