WisdomTree Short GBP Long USD 3x Daily | SGB3

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
WisdomTree Short GBP Long USD 3x Daily
          | 
          SGB3
Fund80.2-31.824.3-11.4-11.1
+/-Cat-----
+/-B’mrk-----
 
Key Stats
Closing Price
18/09/2020
 USD 55.87
Day Change -0.06%
Morningstar Category™ Other
Volume 1667
Exchange LONDON STOCK EXCHANGE, THE
ISIN JE00B3XJ8K03
Fund Size (Mil)
18/09/2020
 USD 0.83
Share Class Size (Mil)
18/09/2020
 USD 0.83
Ongoing Charge
-
  -%
Investment Objective: WisdomTree Short GBP Long USD 3x Daily | SGB3
ETFS 3x Short GBP Long USD (SGB3) is designed to provide investors with a 'leveraged short' exposure to Pounds Sterling ("GBP") relative to US Dollars ("USD") by tracking the MSFX Triple Short British Pound Index (TR) (the "Index"), which aims to reflect three times the performance of a position in forward contracts which are rolled on a daily basis. SGB3 is an exchange traded currency ("ETC"). Its securities can be created and redeemed on demand by authorised participants and traded on exchange just like shares in a company. The ETC obtains exposure to the Index by entering into unfunded swaps with a counterparty. There is no upfront cash payment by the Issuer to the counterparty when an unfunded swap is created. However, daily cash payments are made between the Issuer and the counterparty to reflect the movements in the value of the Index.
Returns
Trailing Returns (GBP)18/09/2020
YTD-0.07
3 Years Annualised3.25
5 Years Annualised10.39
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Not Disclosed
03/11/2010
Inception Date
03/11/2010
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSFX Triple Short British Pound TR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherYes
Portfolio Profile for  WisdomTree Short GBP Long USD 3x Daily | SGB331/08/2020
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.000.000.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other100.000.00100.00
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
TRS MSFX Triple Short British Po... 100.00
WisdomTree Short GBP Long USD 3x Daily | SGB3

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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