Funds Centre

Performances as at: 20/06/2008

Wegelin Equity Active Index L/S

Fund overview

Key Features
NameWegelin Equity Active Index L/S
GIF Sector Equity Global
Morningstar Rating Not rated
Fund Rating Not rated
ISIN gb00b08kvz30
Launch Date 31/05/2005
ISA Plan No
Savings Plan No
Fund Manager
NameWegelin Fondsleitung AG
AddressPostfach Bahnhofstrasse 8
CitySt. Gallen
CountrySwitzerland
Telephone+41712265300
Fax+41712265310
Web Addresswww.wegelin.ch
Email
Key Figures
CurrencyEuro (EUR)
Annual Management Charge1%
Minimum Initial Investment (EUR) N/A
Minimum Sub. Investment (EUR)1
1 Week Performance -0.95%
3 Year Total Return  
3 Year Volatility  

All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.

Fund Classification
SectorEquity Global
Asset SectorEquity
Specialist Sector Equity
Geographical FocusGlobal
Fund Size Data
Fund Size (Last Updated :31/03/2008)463.75
Average in Sector (Equity Global)202.53
Largest in Sector4144.20
Smallest in Sector0.39
Total Sector Size65417.37
Number of Funds in Sector327

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.