Wellington Global High Yield Bond Fund EUR S AcH
ISIN: IE00B28HXJ67
Categoría Morningstar: Global High Yield Bond - EUR Hedged
Empresa: Wellington Management
ISIN: IE00B28HXJ67
Categoría Morningstar: Global High Yield Bond - EUR Hedged
Empresa: Wellington Management
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the ICE Bank of America Global High Yield Constrained Index (the "Index”) and achieve the objective by investing primarily in debt securities worldwide which are considered by the Investment Manager to be below investment grade. The Fund's investment approach is based on analysis of the credit profile of individual high yield issuers combined with an analysis of the behavior and performance of the broader economic environment. Total returns will be sought through income and capital appreciation.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rentabilidad anual: Fondo | 1 año: 14,74 | 3 años: 1,24 | 5 años: 2,64 | Inicio: 3,76 | 2024: 6,69 | 2023: 11,26 | 2022: -12,58 | 2021: 2,15 | 2020: 4,55 |
Rentabilidad anual: Categoría | 1 año: 12,66 | 3 años: 0,68 | 5 años: 2,01 | Inicio: - | 2024: 6,42 | 2023: 9,33 | 2022: -11,84 | 2021: 2,92 | 2020: 2,55 |
Rentabilidad anual: Percentil | 1 año: 15,00 | 3 años: 27,00 | 5 años: 24,00 | Inicio:- | 2024: 32,00 | 2023: 14,00 | 2022: 48,00 | 2021: 67,00 | 2020: 17,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 8,89 | 3 Ratio Sharpe: -0,02 | 5 Correlación: 98,73 | Beta: 1,07 | Alfa: 0,18 | Tracking error: 1,49 | Info Ratio: 0,07 |