Wellington Global High Yield Bond Fund EUR Class S Accumulating Hedged

Qualification

ISIN: IE00B28HXJ67

Categoria Morningstar: Global High Yield Bond - EUR Hedged

Società: Wellington Management

The investment objective of the Portfolio is to seek long term total returns by investing primarily in debt securities worldwide which are considered by the Investment Manager to be below investment grade.Total returns will be sought from two sources: a high level of current income and capital appreciation. Portfolio construction is primarily based upon bottom-up fundamental research conducted by the Investment Manager.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 17,10 3 anni: 3,97 5 anni: 4,83 Inizio: 4,65 2021: 0,47 2020: 4,55 2019: 12,09 2018: -5,47 2017: 6,61
Rendimento annuo: Categoria 1 anno: 17,03 3 anni: 2,95 5 anni: 3,95 Inizio: - 2021: 1,42 2020: 2,55 2019: 9,50 2018: -5,23 2017: 4,64
Rendimento annuo: Percentile 1 anno: 44,00 3 anni: 16,00 5 anni: 14,00 Inizio:- 2021: 83,00 2020: 17,00 2019: 11,00 2018: 53,00 2017: 9,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,72 3 Sharpe Ratio: 0,50 5 Correlazione: 99,48 Beta: 1,00 Alfa: -0,10 Tracking error: 0,99 Info Ratio: -0,11
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2021-04-22
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2021-04-22