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Wellington Global Perspectives USD T Acc Unh

Ranked 8 out of 26 in - Global Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Kenneth L. Abrams

Kenneth Abrams is a senior managing director and equity portfolio manager at Wellington Management Company based in Boston, where he is leader of the Small-Cap Opportunities team and currently manages various global perspectives and small-cap opportunities approaches. Abrams is a member of the firm’s Hedge Fund Review Group. Prior to joining the firm, he worked a business analyst at McKinsey & Company. Abrams graduated from Stanford University with an MBA in economics and a BA in economics and German literature. He is fluent in German.

Objective

The investment objective of the Portfolio is to seek to generate long term total returns. The Portfolio will seek to achieve its objective by investing globally, primarily in small to midcapitalisation companies with a market capitalization of typically below $10bn at the time of initial purchase. The Investment Manager follows a multidisciplinary investment process for selecting stocks. A macroeconomic assessment is used in conjunction with a quantitative model which looks at factors such as fair value, earnings quality, risks and transaction costs to narrow the investment universe.

Showing fund performance in Switzerland View performance globally

Performance

Global Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 4.0%
2017 24.7% 6.4% 1.0% 9.0% 6.4%
2016 12.1% -4.0% 2.4% 7.2% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. Switzerland

Fund Info

  • Launch date30/10/2015
  • Share Class size66Mn
  • Base currencyUSD
  • ISIN IE00BYZ56K90

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • 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).