Wellington Global Contrarian Equity Fund

16,25
-2,17%
22/08/2019
Riesgo
5/7
Gestora
ISIN
LU0277029376
Categoría
Patrimonio
32,0M€
Rentabilidad YTD
17,60%

Estrategia de inversión

The Global Contrarian Equity Portfolio seeks to achieve high long-term total returns by principally investing either directly or indirectly, in equity and other securities with equity characteristics, including, for example, shares, dividend-right certificates and shares in REITS constituted as Closed End Funds as well as in warrants on such securities issued by companies worldwide. The Global Contrarian Equity Portfolio may also invest in other securities including up to 15% in high yield fixed-income and/or convertible securities, as well as exchange-traded funds qualifying as UCIs within the meaning of the 2002 Law and debt securities (not exceeding 20% of the net assets of the Portfolio), cash and cash equivalents, all as deemed by the Investment Manager to be consistent with the investment discipline. It generally will be diversified across issuers and broad economic sectors.

Comisiones

Custodian Fee
0.00%
Success
0.00%
Front Load
0.00%
Total Expense Ratio
0.90%
Management Fee
0.90%
Redemption Fee
0.00%

Rentabilidad por períodos

Período
Acumulada
Anualizada
Año actual
17,60% -
30 días
-6,35% -31,65%
6 meses
2,98% 10,58%
12 meses
4,35% 6,44%
2 años
13,86% 6,71%

Rentabilidad por trimestres

Año T1 T2 T3 T4
2016 - - - - 7,31%
2017 7,13% 7,31% -1,50% 0,22% 1,12%
2018 -8,30% -2,76% 5,32% 0,77% -11,14%
2019 - 16,55% 3,14% - -

Rentabilidad mensual

Rentabilidad de los últimos 12 meses

Categoría