Wellington Durable Companies Fund EUR S Ac

ISIN: IE00BQV17N57

Categoría Morningstar: Global Flex-Cap Equity

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 achieve the objective primarily by investing globally in companies that the Investment Manager considers to be durable companies. Durable companies are those that the Investment Manager considers to exhibit stability and anticipates will generate positive returns over time. Stability is defined by the Investment Manager as a profit base that is not likely to decline significantly from current levels and the possibility of future value creation largely through management’s ability to allocate capital effectively. The merits of stability are widely appreciated by the market and so are often reflected in the valuation of well-known stable businesses.

Rentabilidad anual 1 año 3 años 5 años Inicio 2022 2021 2020 2019 2018
Rentabilidad anual: Fondo 1 año: 8,00 3 años: 9,37 5 años: 10,66 Inicio: 11,32 2022: 3,23 2021: 20,29 2020: -2,71 2019: 33,69 2018: -2,87
Rentabilidad anual: Categoría 1 año: -16,92 3 años: 7,50 5 años: 5,45 Inicio: - 2022: -16,90 2021: 13,98 2020: 17,94 2019: 21,78 2018: -15,76
Rentabilidad anual: Percentil 1 año: 12,00 3 años: 55,00 5 años: 21,00 Inicio:- 2022: 10,00 2021: 60,00 2020: 82,00 2019: 9,00 2018: 11,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 15,73 3 Ratio Sharpe: 0,30 5 Correlación: 94,04 Beta: 0,91 Alfa: -2,52 Tracking error: 6,28 Info Ratio: -0,56
Fuente: Morningstar. Datos en euros. Categoría: Global Flex-Cap Equity. Fecha: 2022-08-12
Fuente: Morningstar. Datos en euros. Categoría: Global Flex-Cap Equity. Fecha: 2022-08-12