Mixtos Flexibles USD

Wellington Hedged Alpha Opportunities

Wellington Hedged Alpha Opportunities Fund USD D Acc Unhedged | IE00BYM2W509

Wellington Management Company LLP

24 Feb, 2017
9,90
0,02%
USD

Clases

Nombre de la clase

Patrimonio

Valor

Comisión de gestión

Ratio total de gastos

Participación mínima

Wellington Hedged Alpha Opportunities Fund USD D Acc Unhedged (IE00BYM2W509)0,02M USD9,90 USD0,65%1,60%4.626 USD
Wellington Hedged Alpha Opportunities Fund USD N Acc Unhedged (IE00BYM2W616)0,02M USD9,98 USD0,65%0,95%4.626 USD
Wellington Hedged Alpha Opportunities Fund USD S Acc Unhedged (IE00BYM2W723)9,12M USD10,00 USD0,65%0,85%4.626.650 USD

Estrategia Wellington Hedged Alpha Opportunities

The investment objective of the Hedged Alpha Opportunities Portfolio is to seek long term total return, manage volatility and mitigate downside risk. The Portfolio combines a long only, multi manager equity portfolio, with an index based hedging strategy. The overall strategy aims to capture the outperformance generated by equity investment managers, while seeking to reduce exposure to equity market volatility, particularly in times of extreme stock market weakness. Equity strategies with different characteristics in terms of regional exposures and/or investment style are selected with the aim of improving diversification and offsetting risks. The strategy selection process incorporates an analysis of the investment universe of each equity strategy including market-capitalisation biases, outperformance potential, investment style and the potential overlap of each strategy.


Entre los fondos de la categoría Mixtos Flexibles USD, que invierten en Mixtos, el fondo Wellington Hedged Alpha Opportunities, con ISIN IE00BYM2W509, de la gestora Wellington Management Company LLP se sitúa en la posición 5. En los últimos 12 meses ha obtenido una rentabilidad del 11,53% con una volatilidad del 7,22%. El patrimonio total asciende a 9.161.316 USD a fecha de 23 de November de 2017.

Comisiones Wellington Hedged Alpha Opportunities

ComisiónValorFórmula de cálculo
Management Fee0,65%PERCENT
On Going Charge1,60%PERCENT
Total Expense Ratio1,60%PERCENT

Gestores

Kent Stahl


Gregg Thomas


Metadata


Artículos relacionados

No hay artículos que mostrar

Parece que no hay ningún artículo relacionado con este fondo.

Rentabilidad Wellington Hedged Alpha Opportunities

Rentabilidades anualizadas al 2017-02-24

Rentabilidades absolutas al 2017-02-24

Rendimiento anual y trimestral

Anual Q1 Q2 Q3 Q4
2016-0,11%-7,74%2,79%-0,53%5,89%

Rendimiento mensual

Volatilidad vs Rentabilidad anualizada en 3 años

Entradas y salidas de dinero (mensuales)

Fuente Morningstar

Documentos

Fuente Morningstar

Documento Fecha actualización
Key Investor Information Document (KIID) (Feb 17, 2017) Feb 18, 2017
Factsheet (Dec 31, 2016) Jan 28, 2017
Prospectus (Oct 04, 2016) Feb 23, 2017
SemiannualReport (Jun 30, 2016) Feb 23, 2017
AnnualReport (Dec 31, 2015) Feb 23, 2017
Rulebook (Nov 20, 2015) Feb 23, 2017