Wellington Global Thematic Market Neutral Fund

Overview

Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor Wellington Management
Portfolio Manager Phillip Perelmuter, Benjamin Kennedy
Fund Currency USD
Fund AUM $13.6m
Fund AUM (GBP) £10m
Fund AUM as of 18 October 2018
Fund Inception 23 March 2017
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Discretionary

Fund Objective

The Wellington Global Thematic Market Neutral Fund seeks absolute returns above a cash benchmark over the medium to long term. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing via long and short positions through direct and derivative investments, primarily in equity and equity related securities of companies globally. The approach is based on selective investment in differentiated thematic research insights generated by the Research Department. The Bank of America Merrill Lynch USD LIBOR 3-Month Constant Maturity Total Return Index will serve as the cash benchmark.

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