Mixtos Flexibles USD

Wellington Hedged Alpha Opportunities

Wellington Hedged Alpha Opportunities Fund USD S Acc Unhedged | IE00BYM2W723

Wellington Management Company LLP

24 Feb, 2017
10,00
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

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.

Comisiones

ComisiónValorFórmula de cálculo
Management Fee0,65%PERCENT
On Going Charge0,85%PERCENT
Total Expense Ratio0,85%PERCENT

Gestores

Kent Stahl


Gregg Thomas


Metadata


Opiniones

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Rendimiento anual y trimestral

Anual Q1 Q2 Q3 Q4
20160,61%-7,54%3,00%-0,33%6,00%

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 19, 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