Investment Objective
The Wellington Global Health Care Long-Short Fund seeks to generate long-term capital appreciation through the use of both long and short positions, investing primarily in the equity and equity-related securities of health care companies worldwide. The Fund’s investment approach is based primarily on proprietary, bottom-up fundamental research conducted by the Investment Manager’s global health care team and global industry analysts. The Fund is managed using a team-based approach in which specialist portfolio managers generate investment ideas within an assigned investment universe corresponding to their specific areas of expertise within health care.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 0.5 | 0.4 | 0.3 | 0.6 | 0.2 | 0.1 | 1.0 | 0.1 | 0.3 | 0.7 | 0.7 | 0.7 | 0.3 | |
| 2017 | 0.5 | 0.7 | 0.4 | 0.5 | 0.8 | 0.8 | 0.6 | 0.9 | 0.4 | 0.1 | 0.2 | 0.7 | 0.5 |
