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Hartford Healthcare HLS;IB

Ranked 47 out of 142 in - Pharmaceuticals & Health Care over 12 months
All calculations are in USD unless stated

Managed by

Robert L. Deresiewicz

Ann Gallo

As a global industry analyst in Global Industry Research, Ann Gallo specializes in the health care services industry and conducts fundamental analysis on the companies within her industry. Ann is a member of Wellington Management’s health care team, which manages health and biotechnology sector mutual funds and hedge funds. Prior to joining Wellington Management in 1998, Ann was a health care analyst with BT Alex. Brown. She worked as an investment banker and, subsequently, a health care analyst at Piper Jaffray in Minneapolis. Previously, she was a financial analyst with Citibank N.A. and an accountant with Coopers & Lybrand. Ann received her MS in finance and applied economics from the Massachusetts Institute of Technology and her BS in accounting from Boston College.

Jean Hynes

Jean Hynes is a global industry analyst and portfolio manager at Wellington Management. She is the sector team leader for the Health Care team in Global Industry Research. As portfolio manager, she manages the Vanguard Healthcare Fund, three global health care hedge funds, and global health care sector portfolios. Jean has spent a large part of her career specializing in the pharmaceutical and biotechnology industries. Jean joined Wellington Management upon her graduation from Wellesley College (1991), where she was awarded a BA in economics. Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Objective

The Fund seeks long-term capital appreciation by investing at least 80% of its total assets in the equity securities of health care companies worldwide.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Pharmaceuticals & Health Care over : 31/12/2016 - 31/12/2017
  • Rank 47/142 Total Return
  • Rank 105/142 Standard Deviation
  • Rank 79/142 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.0% 12.8% 8.1% 1.6% -1.5%
2016 -8.6% -12.7% 7.0% 2.8% -4.9%
2015 13.0% 9.6% 5.2% -12.0% 11.3%
2014 27.0% 7.4% 4.5% 1.3% 11.7%
2013 51.5% 16.2% 5.0% 10.8% 12.1%
2012 20.3% 14.9% 1.3% 5.0% -1.5%
2011 8.3% 8.5% 9.0% -14.7% 7.4%
2010 6.8% 7.9% -13.2% 8.9% 4.8%
2009 22.4% -8.8% 11.0% 13.0% 7.0%
2008 -25.8% -11.9% 3.7% -1.4% -17.6%
2007 5.9% 1.3% 2.7% 3.2% -1.4%
2006 10.9% 3.7% -2.7% 5.0% 4.7%
2005 12.2% -7.1% 6.2% 10.2% 3.2%
2004 12.5% 3.3% 1.8% -3.3% 10.7%
2003 32.0% -3.3% 21.5% 1.9% 10.3%
2002 -17.2% 0.2% -14.8% -10.3% 8.2%
2001 1.9% -11.6% 11.0% -5.2% 9.5%
2000 14.9% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/05/2000
  • Share Class size50Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.84%

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