About COMMAX
Wellington CIF II Commodities Portfolio is an actively managed commodities fund focused on delivering returns that exceed a strategic benchmark, which is structured as an equal sector-weighted version of the S&P Goldman Sachs Commodity Index. The fund’s primary purpose is to provide diversified exposure across a broad array of commodity sectors, including precious metals, energy, agriculture, and industrial metals. Unlike traditional passive commodity funds, this portfolio employs active management in selecting individual commodity exposures, choosing contracts, and making sector allocations. Its investment process is grounded in fundamental research, aiming for balanced sector representation and moderate portfolio turnover. Notably, the fund's top holdings often include major commodities such as gold, aluminum, copper, crude oil, corn, soybeans, and silver, with over 80% of assets typically concentrated in the top ten holdings. Serving institutional and individual investors seeking to hedge inflation or add non-correlated assets to their portfolios, Wellington CIF II Commodities Portfolio plays a significant role in providing access to global commodity markets through a single, professionally managed investment vehicle.
Stock Exchange Nasdaq
Ticker Symbol COMMAX
COMMAX had a total return of 32.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.13%.
