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Wellington Multi-Asset Absolute Ret S Acc Hdg

Ranked 17 out of 37 in - Multi Strategy over 12 months
All calculations are in GBP 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 in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2017 - 30/04/2018
  • Rank 17/37 Total Return
  • Rank 6/37 Standard Deviation
  • Rank 10/37 Max Drawdown
Fund Name Currency Return
15 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5%

16 AmundiSICAVII Abs Return Multi-Strategy R H GBP ND

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

17 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2%

18 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

18 Legg Mason EnTrustPermal Alt Inc Strat R HGBP D+Q

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

Fund Name Currency Risk
4 Invesco Perpetual Global Targeted Returns Acc GBP

2.2

5 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

6 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

7 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

8 Barings Dynamic Absolute Return I GBP Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 4.8% 1.9% 0.5% 1.6% 0.7%
2016 1.2% 0.0% 1.0% 1.3% -1.1%
2015 0.2% 1.4% -1.4% -1.6% 1.9%
2014 3.3% 2.1% 1.5% -2.7% 2.5%
2013 5.2% 2.9% -1.8% 3.9% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/11/2012
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B87C8G63
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0

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