Wellington Global Research Equity Fund USD S Ac
ISIN: LU0069024304
Categoría Morningstar: Global Large-Cap Blend Equity
Empresa: Wellington Management
ISIN: LU0069024304
Categoría Morningstar: Global Large-Cap Blend Equity
Empresa: Wellington Management
The investment objective of the Fund is to seek long-term total returns in excess of the MSCI World Index (the “Index”), by primarily investing in equity securities issued by companies worldwide. The Fund will be actively managed by the global industry analysts (“GIAs”) in the research department of the Investment Manager, under the oversight of both the director of global industry research, who is responsible for management of the research department, and the director of research portfolios, who manages overall risk and coordinates Fund allocations to each GIA.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 26,00 | 3 años: 11,40 | 5 años: 11,26 | Inicio: 9,11 | 2025: 2,43 | 2024: 26,56 | 2023: 18,99 | 2022: -16,88 | 2021: 27,33 |
Rentabilidad anual: Categoría | 1 año: 21,23 | 3 años: 9,39 | 5 años: 9,31 | Inicio: - | 2025: 2,69 | 2024: 19,77 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 |
Rentabilidad anual: Percentil | 1 año: 15,00 | 3 años: 33,00 | 5 años: 29,00 | Inicio:- | 2025: 15,00 | 2024: 15,00 | 2023: 27,00 | 2022: 75,00 | 2021: 47,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 14,09 | 3 Ratio Sharpe: 0,05 | 5 Correlación: 99,06 | Beta: 1,02 | Alfa: -0,93 | Tracking error: 2,28 | Info Ratio: -0,44 |