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You are here: Manager factsheet

Wellington Management
GAM Fund Management Ltd
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Manager profile
Wellington is a private partnership with all partners actively involved in the business. The firm is dedicated solely to investment management – from global equities and fixed income to currencies and commodities. The GAM Capital Appreciation investment team consists of three portfolio managers, supported by six dedicated analysts and Wellington's large team of global industry analysts.
Total return for Wellington Management
Manager career performance
Discrete calendar year performance : Wellington Management

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Wellington Management 22.0 -1.5 -4.1 22.8 6.4 - - - - -
Peer Group Composite 26.7 1.6 -4.6 31.2 8.5 - - - - -
Over / Under -4.7 -3.1 0.5 -8.4 -2.1 - - - - -
Performance vs peer group composite: Wellington Management
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
1 year
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
GAM Star Capital Appreciation US Equity Lead manager FO Equity - USA since Aug 16 2011 to present
Funds managed previously
Fund Periods
Skandia International Bond since Apr 05 1991 to fund close
CS GIF Credit Suisse (Lux) Global Energy Winners Equity since Feb 28 2006 to Apr 30 2014
LV= US Growth since Sep 05 2002 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Jupiter hires GAM European equity team led by Niall Gallagher By Patrick Sanders  19-Nov-2024
Sector Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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