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Managed by Wellington Management Company LLP

Introduction

The objective of the Small Cap Opportunities investment approach is to provide long-term returns in excess of the Russell 2000 Index by investing in equity securities of high quality small companies. The portfolio will focus on bottom-up analysis and security selection using proprietary fundamental research.

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Fundamentals

  • Inception ** ** *****
  • Legal Structure ** ** *****
  • Domicile ********** *****
  • UCITS *
  • Managed account available? *
  • Prospectus Benchmark ** ** *****
  • Fund Status ******

Strategy Overview

  • Type of Fund Long Only
  • Style ********** *****
  • Strategy **
  • Methodology **
  • Region Exposure *** ****** *

Team

  • Fund Manager Brendan Swords
  • Fund Manager Daniel Pozen
  • Fund Manager Peter Ahn
  • Fund Manager Kenneth Abrams
  • Fund Manager Sara Ogiony
  • Fund Manager Daniel Fitzpatrick
  • Fund Manager Jean Hynes

Share Class

  • ISIN **
  • Investor Type ******
  • Share Type **** *****
  • Minimum Investment ** ** *****
  • Management Fee **** *****
  • Performance Fee **** *****
  • Subscription Fee ********
  • High-Water Mark ******
  • Redemption Frequency ********** *****
  • Lockup Period ********** *****
  • Notice Period **** *****
  • Redemption Fee *** ****** *
  • Redemption Gate ********
  • Hurdle Rate **** *****
  • Clawback ********** *****
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Cumulative Returns

Performance returns for Wellington Small Cap Opportunities
None
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2020 nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn
2021 nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn
2022 nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn
2023 nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn
2024 nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn nn.nnn
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Contact information for Wellington Small Cap Opportunities
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