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Wellington Asian Opportunities S Cap USD

Ranked 2 out of 135 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Niraj Bhagwat

Objective

The Fund is an unconstrained approach which invests in companies across the capitalization spectrum in developed and emerging markets in the Asia ex Japan region, focusing on the identification of undervalued franchises. The Fund is constructed on a bottom-up, company-specific basis and investment decisions are based on considerations of both upside return and downside risk. Sector and country allocations are an outcome of the stock selection process. This evaluation includes assessments of financial strength and management credibility.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.2%
2017 55.0% 13.1% 12.3% 8.8% 12.3%
2016 5.0% -0.4% 3.1% 12.0% -8.7%
2015 -5.7% 6.6% -2.2% -14.2% 5.5%
2014 2.3% 2.3% 2.8% -2.1% -0.7%
2013 7.0% 4.6% -4.4% 4.7% 2.3%
2012 19.2% 12.0% -8.1% 8.5% 6.9%
2011 8.5% -13.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/12/2010
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU0564044146

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • 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).