Wellington Emerging Markets Equity Fund EUR S Ac
ISIN: IE00B1DS0F22
Categoria Morningstar: Global Emerging Markets Equity
Società: Wellington Management
ISIN: IE00B1DS0F22
Categoria Morningstar: Global Emerging Markets Equity
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 MSCI Emerging Markets Index (the “Index”) and achieve the objective, primarily through investment in equity securities of companies that are either located in emerging markets or conduct substantial business in emerging markets. The Investment Manager uses bottom-up fundamental research on companies, industries, and countries to seek to identify emerging markets stocks with the strongest returns, adjusted for risk and liquidity.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -2,57 | 3 anni: 0,77 | 5 anni: 4,00 | Inizio: 4,66 | 2023: 1,12 | 2022: -17,96 | 2021: 7,39 | 2020: 14,19 | 2019: 26,33 |
Rendimento annuo: Categoria | 1 anno: 7,73 | 3 anni: -1,58 | 5 anni: 1,48 | Inizio: - | 2023: 5,26 | 2022: -21,90 | 2021: -2,36 | 2020: 17,69 | 2019: 18,86 |
Rendimento annuo: Percentile | 1 anno: 46,00 | 3 anni: 47,00 | 5 anni: 21,00 | Inizio:- | 2023: 76,00 | 2022: 62,00 | 2021: 29,00 | 2020: 18,00 | 2019: 17,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 18,12 | 3 Sharpe Ratio: -0,13 | 5 Correlazione: 97,91 | Beta: 0,99 | Alfa: -0,62 | Tracking error: 3,69 | Info Ratio: -0,18 |