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Wellington US Capital Appreciation Eq S USD Acc U

Ranked 27 out of 131 in - US over 12 months
All calculations are in USD unless stated

Managed by

Michael Carmen

Michael Carmen, CFA, is a senior managing director and equity portfolio manager at Wellington Management Company, where he manages institutional portfolios using a multi-cap growth style. Prior to joining the firm in 1999, Carmen was an equity portfolio manager at Kobrick Funds. He graduated from New York University with an MBA and a BSc in accounting from the State University of New York at Albany and is a Certified Public Accountant.

Objective

The investment objective of the Portfolio is to seek long-term total return by investing primarily in equity securities of US companies. The Portfolio's investment approach is based primarily on proprietary, bottom-up fundamental research conducted by the Investment Manager's capital appreciation team and global industry analysts. In order to achieve this, the Portfolio will invest, either directly or indirectly, in equity securities including depository receipts (such as ADRs) and other securities with equity characteristics.

Showing fund performance in Singapore View performance globally

Performance

US over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.1% 5.6% 6.3%
2017 17.7% 6.4% 3.1% 2.4% 4.8%
2016 -1.9% -8.2% 3.1% 4.2% -0.6%
2015 -0.8% 5.3% 1.2% -14.2% 8.5%
2014 3.3% 1.2% 5.7% -4.6% 1.3%
2013 45.1% 11.6% 7.6% 11.6% 8.3%
2012 27.9% 24.3% -6.2% 4.2% 5.2%
2011 -12.9% 9.7% -2.7% -21.7% 4.1%
2010 18.4% 5.9% -12.0% 10.7% 14.7%
2009 37.4% -7.9% 18.7% 20.2% 4.6%
2008 -44.5% -17.7% 2.5% -13.0% -24.4%
2007 22.3% 3.8% 11.0% 7.0% -0.8%
2006 10.9% 5.2% -3.4% 1.9% 7.1%
2005 12.1% -6.1% 5.1% 7.6% 5.5%
2004 11.0% 2.8% 2.0% -5.4% 11.9%
2003 43.6% 2.5% 19.0% 3.9% 13.3%
2002 -30.6% -3.9% -21.0% -13.8% 6.1%
2001 -19.9% 24.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Netherlands
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date26/06/2001
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE0000710172

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0.00%

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