Wellington Global Fundamental Relationships

IE00B6WXRZ21 -- Ireland Fund  

USD 11.70  0.03  0.26%

The Drivers Module shows relationships between Wellington Global's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Wellington Global Bond USD D Acc H over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Wellington Global Bond Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

Wellington Global Bond USD D Acc H is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.01  of Cash Position Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Cash Position Weight for Wellington Global Bond USD D Acc H is roughly  181.16 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Wellington Global 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Wellington Global 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
27.60%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Wellington Global Bond Cash Position Weight Comparison

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