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, with a maximum of 50% of the weighted average carbon intensity of the Index. The Fund will primarily invest, directly or indirectly through the use of FDIs, in equity and other securities with equity characteristics. These may include, but are not limited to, common stocks, depository receipts (such as ADRs, GDRs and European depository receipts), market access products (including warrants on equities, options on equities and equity swaps), preferred stock, warrants, dividend-right certificates, shares of closed-ended REITS, exchange-traded funds and other UCIs.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 2,18 | 3 años: 13,94 | 5 años: 11,51 | Inicio: 8,75 | 2022: -4,86 | 2021: 27,33 | 2020: 8,37 | 2019: 31,38 | 2018: -4,89 |
Rentabilidad anual: Categoría | 1 año: 2,01 | 3 años: 12,76 | 5 años: 10,01 | Inicio: - | 2022: -3,88 | 2021: 25,85 | 2020: 4,68 | 2019: 26,09 | 2018: -7,74 |
Rentabilidad anual: Percentil | 1 año: 53,00 | 3 años: 38,00 | 5 años: 28,00 | Inicio:- | 2022: 64,00 | 2021: 47,00 | 2020: 22,00 | 2019: 11,00 | 2018: 27,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 16,99 | 3 Ratio Sharpe: 0,42 | 5 Correlación: 99,56 | Beta: 1,04 | Alfa: -0,97 | Tracking error: 1,97 | Info Ratio: -0,40 |