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Wellington Global Research Equity S

Ranked 75 out of 290 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund against the MSCI World Index seeking to achieve the objective by principally investing in equity securities issued by companies worldwide. The Index is market capitalization weighted and is designed to measure equity market performance of developed markets.

Showing fund performance in Finland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 6.4%
2017 7.8% 6.1% -2.2% 0.3% 3.7%
2016 7.6% -7.2% 3.8% 4.3% 7.2%
2015 13.8% 16.6% -2.2% -8.0% 8.4%
2014 21.0% 1.2% 6.1% 5.7% 6.6%
2013 23.6% 11.1% -0.4% 4.6% 6.8%
2012 15.2% 12.1% -1.9% 4.9% -0.1%
2011 -4.4% -0.9% -1.5% -11.9% 11.1%
2010 19.6% 8.9% -4.4% 3.4% 11.2%
2009 35.0% -5.7% 16.1% 13.6% 8.5%
2008 -43.9% -19.3% -0.1% -7.7% -24.6%
2007 1.1% 0.1% 4.6% -0.7% -2.6%
2006 6.4% 3.2% -5.1% 4.5% 4.0%
2005 25.1% 1.9% 9.9% 7.2% 4.2%
2004 5.3% 6.0% 1.4% -4.9% 3.0%
2003 10.4% -9.5% 12.6% 1.6% 6.7%
2002 -31.7% 0.4% -21.5% -15.7% 2.8%
2001 -4.6% -4.7% 10.5% -21.4% 15.3%
2000 -2.5% 12.1% -3.9% 6.5% -15.0%
1999 58.6% 15.4% 15.4% -6.3% 27.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Italy
  9. Korea
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date31/07/1996
  • Share Class size304Mn
  • Base currencyUSD
  • ISIN LU0069024304

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).