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Wellington Multi-Asset Absolute Ret EUR S Acc Hgd

Ranked 34 out of 95 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Stephen A. Gorman

Objective

The Fund seeks absolute returns, positive returns irrespective of the market conditions, above a cash benchmark over the medium to long-term and to systematically manage downside risk. The Fund will be actively managed, investing in both long, benefits when an investment's price goes up, and short, benefits when an investment's price goes down, positions in a broad range of asset classes and countries globally, including emerging markets. The Bank of America Merrill Lynch USD LIBOR 3-Month Constant Maturity Total Return Index will serve as the cash benchmark.

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

Performance

Multi Strategy over : 31/12/2016 - 31/12/2017
  • Rank 34/95 Total Return
  • Rank 34/95 Standard Deviation
  • Rank 26/95 Max Drawdown
Fund Name Currency Return
32 Alpi Multi-Strategy A EUR

3.8%

33 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8%

34 Wellington Multi-Asset Absolute Ret EUR S Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7%

35 GVC Gaesco Patrimonialista A, FI EUR

3.6%

36 Soprarno Inflazione Piu A EUR

3.4%

Fund Name Currency Loss
24 Uni-Global Alternative Risk Premia RAH EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

25 A&G Global SICAV-Killorglin Fund EUR

-0.9%

26 Wellington Multi-Asset Absolute Ret EUR S Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

27 Mandarine Multistrategies R EUR

-0.9%

27 SLI Glo SICAV Glbl Abs Rtn Strategies A EUR EUR

-0.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 1.4% 0.3% 1.5% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Iceland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date06/10/2016
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00B8B3WS57
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.45

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