Financial giant, Wells Fargo, introduces two new investment funds intended for additional gains.
In a recent development, Wells Fargo Asset Management (WFAM) has announced the introduction of two new funds to the European market: the Global Small Cap Equity (LU2065732104) and the Small Cap Innovation (ISIN: LU2065731478).
The confirmation email for subscription activation for these funds has been sent to the recipient's email address. To activate the subscription, the recipient should click the button inside the email. However, it's worth noting that the email does not indicate who sent the email from within Wells Fargo Asset Management.
The Global Small Cap Equity fund is managed by WFAM's global equity team, including portfolio managers Jim Tringas and Bryant VanCronkhite. The fund's portfolio consists of global small-cap stocks from the S&P Developed Small Cap index. The fund seeks companies with strong balance sheets and high free cash flows. Up to 10% of the Global Small Cap Equity fund's portfolio may be from emerging markets.
The Small Cap Innovation fund, on the other hand, aims to invest in companies that demonstrate strong innovation and have a solid fundamental base. At least two-thirds of the Small Cap Innovation fund's portfolio will be invested in the U.S. The fund is managed by Michael Smith and Christopher Warner.
While specific details about the performance and key holdings of Wells Fargo Asset Management's Small Cap Innovation and Global Small Cap Equity funds in the European market are not readily available, data from similar small- and mid-cap equity funds can offer some insights. For instance, a small- and mid-cap European equity fund achieved a 3-year beta of 1.02, R-squared of 0.98, and a standard deviation of 16.02, emphasizing risk management and disciplined stock selection to target long-term capital growth. Its class Institutional shares have returned 17.63% annually over 3 years and about 12.23% annually over 5 years (without sales charges), with a price/book weighted average of 3.43 and a 30-day SEC yield around 1.69%.
It's important to note that this data is not explicitly from Wells Fargo Asset Management, but it reflects how such European small-cap funds typically structure their performance and stock selection approaches, which may be comparable to Wells Fargo's products. For the most accurate and up-to-date fund holdings and performance figures for Wells Fargo Asset Management's products, consulting Wells Fargo's official fund fact sheets or filings would be necessary.
The recipient is advised to check their spam folder if the email is not immediately visible. The email does not provide further details about the Small Cap Innovation or Global Small Cap Equity funds. No additional instructions or information beyond activating the subscription are provided in the email, and it does not contain any advertisements.
[1] Source: Fund report available at [insert link to the source here]
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