Wellington Global Currency Absolute Return


Fund Strategy FX
Fund Geography Global
Investment Advisor Wellington Management
Portfolio Manager John Parsons, Mark Sullivan
Fund Currency USD
Fund AUM $22.1m
Fund AUM (GBP) £16m
Fund AUM as of 17 October 2019
Fund Inception 01 November 2016
Fund Indices AH FX UCITS Index

Fund Objective

The Wellington Global Currency Absolute Return 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 through investing in a range of global currencies via financial derivative instruments. The ICE Bank of America Merrill Lynch 3-month US Treasury Bill Index will serve as the cash benchmark. The Index consists of short-term U.S. Government securities with a remaining term to final maturity of less than three months.

Reference Index

ICE BAML 3M US T-Bill Index


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