Investment Objective
The Wellington Global Health Care Long-Short Fund seeks long-term capital appreciation. 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 the equity, and equity related securities of companies that derive a major portion of profits from the health care sector globally. The Fund will be unconstrained across health care sub-sectors, market capalisations and geographic regions and will fluctuate based on the Investment Managers view of market opportunities.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.4 | 1.0 | 0.0 | 0.3 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.7 | 0.4 | 0.3 | 0.0 | |
2019 | 0.3 | 0.8 | 0.5 | 0.9 | 0.4 | 0.8 | 0.7 | 0.4 | 0.3 | 0.0 | 0.3 | 0.5 | 0.6 |