Wells Fargo launches two funds for UK market

Added 22nd November 2016

Wells Fargo Asset Management has launched two new UCITS-compliant funds marketed to both retail and institutional investors in the United Kingdom and elsewhere in Europe.

Wells Fargo launches two funds for UK market

The asset management arm of the American bank has rolled out the Global Focused Equity Fund and US Small Cap Value Fund.

The global fund is managed by Dale Winner, leader of the EverKey Global Equity team. The fund invests in up to 30 companies located in no fewer than three countries, which may include the United States. The management team seeks to beat the MSCI All Country World Index using bottom-up approach based on fundamental research.

The US small cap offering is managed by the Stageline Value Equity team, led by Garth Nisbet, Craig Pieringer, and Jeff Goverman. It invests in US companies that have a market cap of less than $2bn at the time of purchase. The management team practices bottom-up fundamental analysis based on a ‘value/contrarian investment philosophy.’

“We are pleased to offer two new solutions to our international clients, a global equity fund with a concentrated portfolio and a US small-cap fund. Both funds are led by veteran managers and provide differentiated market exposure,” said managing director, international business development, Ludger Peters (pictured).

Both new funds are available in the United Kingdom, Luxembourg, Austria, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway Singapore, Spain, Sweden, Switzerland. In the months ahead, the firm intends to register the funds in Hong Kong and South Korea.

Wells Fargo AM manages $498bn in assets globally across 35 investment teams.


Overseas earners will be key amidst 2017 inflation

Sponsored by Neptune

Overseas earners will be key amidst 2017 inflation...

A by-product of sterling weakness is inflation, and we expect this to continue to gather steam over the coming months, with energy and food prices the hardest hit....

Kames Income Hub


Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

AXA Distribution Fund
AXA Distribution Fund

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Alex Sebastian

News editor

Alex joined Portfolio Adviser in April 2014 and has been a financial journalist since 2008. He has previously held editorial positions at the Financial Times Group and Euromoney Institutional Investor. Alex is NCTJ qualified and has a degree in economics from the University of Sussex.



Investment Strategy




PA Alternative Ucits 2017 Congress
PA Alternative Ucits 2017 Congress

Tuesday 25 April
The Langham, London

PA Europe 2017
PA Europe 2017

Thursday 11 May
Furniture Makers' Hall

PA Channel Islands 2017
PA Channel Islands 2017

Wednesday 24 May
Royal Yacht Hotel, Jersey

PA UK Equity 2017
PA UK Equity 2017

Thursday 15 June
Radisson Blu Edwardian Bloomsbury Street Hotel

Sponsored Content

Investment Strategy