Schroder GAIA Wellington Pagosa

Investment Objective

The Fund aims to provide capital growth by investing in equity and equity-related securities, fixed and floating rate securities and currencies worldwide, including emerging markets. The objective is to provide exposure to the highest conviction alpha opportunities across Wellington's alternatives platform in a risk-managed, multi-asset class multi-strategy portfolio.

Latest Meeting Note

Meeting Note 06 Nov 2018

A global multi-strategy fund allocating to long/short equity, absolute return fixed income and market neutral strategies managed in-house at Wellington. Wellington currently has over $40bn invested across 77 alternative strategies, which... Read more

A global multi-strategy fund allocating to long/short equity, absolute return fixed income and market neutral strategies managed in-house at Wellington. Wellington currently has over $40bn invested across 77 alternative strategies, which is the universe from which Pagosa selects its underlying allocations. The strategy has been managed live since 2012 and has delivered positive annualised returns of 5.5% with a volatility of 4.5%. Given the pedigree of the underlying investors available to the Pagosa PMs at Wellington, we regard this as a highly credible offering coming to UCITS, and should appeal for investors looking to allocate to a single fund that blends a wide variety of alternative strategies into one portfolio.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.6 0.6 0.3 0.2 0.8 0.8 0.6 0.5 0.1 0.6 0.1 0.2 0.2
2022 0.4 0.6 0.4 0.3 0.4 0.1 0.2 0.7 0.7 0.3 0.7 0.9 0.3

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.