WS Sequel World Equity Fund Retail Accumulation Class header image

WS Sequel World Equity Fund Retail Accumulation Class

Fund

ISIN GB00B1DCMJ29 / Valor 2722922

NAV (2026-09-10)
GBP 2.71-0.07%

WS Sequel World Equity Fund Retail Accumulation Class
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The WS Sequel World Equity Fund primarily invests in global stocks by allocating at least 75% of its portfolio to exchange-traded funds (ETFs) that cover a wide range of sectors such as healthcare, utilities, and financials. Additionally, the fund uses other collective investment schemes like OEICs and unit trusts to ensure over 90% of its investments are in equities worldwide. This diversified approach aims to match and exceed the performance of a balanced global equity index over a 5 to 7-year period.

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Tags:
sector allocation global equities elston world equity equal sector weight index

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OTHER SHARE CLASSES OF THIS FUND

WS Sequel World Equity Fund Institutional Accumulation Class
WS Sequel World Equity Fund Institutional Accumulation Class WS Sequel World Equity Fund Institutional Accumulation Class
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Annual Return

-50%0%+50%

Risk level

110
-0.07%GBP 1.34
WS Sequel World Equity Fund Retail GBP Inc
WS Sequel World Equity Fund Retail GBP Inc WS Sequel World Equity Fund Retail GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 1.17
WS Sequel World Equity Fund Class C Accumulating
WS Sequel World Equity Fund Class C Accumulating WS Sequel World Equity Fund Class C Accumulating
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Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 1.40