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Wells Fargo (LUX) WW USD Inv Grade Cred A Acc USD

Ranked 13 out of 43 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks total return, maximizing investment income while preserving capital. The fund invests principally in investment-grade US dollar denominated credit debt securities. The management team uses bottom-up credit research and focuses on well-written credits. The team seeks to balance income while targeting acompetitive yield to drive total returns.

Showing fund performance in Singapore View performance globally

Performance

US Dollar over : 30/09/2017 - 30/09/2018
  • Rank 13/43 Total Return
  • Rank 39/43 Standard Deviation
  • Rank 37/43 Max Drawdown
Fund Name Currency Risk
37 Legg Mason WA US Core Bond A Dis D USD USD

2.5

38 NN (L) US Factor Credit P Cap USD USD

2.5

39 Wells Fargo (LUX) WW USD Inv Grade Cred A Acc USD USD

2.6

40 Pictet-USD Government Bonds-P USD

2.8

41 Merian Total Return USD Bond B USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.4

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.2% 1.2%
2017 6.3% 1.5% 2.5% 1.4% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/12/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1528095570

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment5.00%

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