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Wellington Emerging Markets Opps CAD S Acc Unhdg

Ranked 59 out of 217 in - Global Emerging Markets over 12 months
All calculations are in CHF 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

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.5% 1.3% 10.7%
2016 9.9% -1.4% 3.4% 10.3% -2.3%
2015 -10.9% 0.1% -3.0% -12.5% 4.9%
2014 6.1% -0.8% 6.9% 2.4% -2.3%
2013 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Switzerland

Fund Info

  • Launch date03/09/2013
  • Share Class size271Mn
  • Base currencyCAD
  • ISIN IE00BCDZ0H21

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).