Wellington Emerging Local Debt Fund EUR G Ac

ISIN: IE00B129GY73

Categoria Morningstar: Global Emerging Markets Bond - Local Currency

Società: 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 JP Morgan Government Bond Index – Emerging Markets Global Diversified Index (the “Index”), seeking to achieve the objective primarily through investment in a diversified portfolio of emerging markets local currencydenominated debt securities and currency instruments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,33 3 anni: 2,34 5 anni: 1,04 Inizio: 2,07 2024: -1,96 2023: 10,81 2022: -3,16 2021: -1,42 2020: -6,55
Rendimento annuo: Categoria 1 anno: 2,92 3 anni: -2,26 5 anni: -0,22 Inizio: - 2024: -4,57 2023: 12,84 2022: -9,86 2021: -8,09 2020: 2,65
Rendimento annuo: Percentile 1 anno: 43,00 3 anni: 28,00 5 anni: 34,00 Inizio:- 2024: 71,00 2023: 25,00 2022: 36,00 2021: 44,00 2020: 68,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,32 3 Sharpe Ratio: -0,26 5 Correlazione: 99,19 Beta: 1,04 Alfa: 1,99 Tracking error: 1,46 Info Ratio: 1,21
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Bond - Local Currency. Data: 2024-04-19
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Bond - Local Currency. Data: 2024-04-19