Wellington Global High Yield Bond Fund EUR S AcH

ISIN: IE00B28HXJ67

Categoria Morningstar: Global High Yield Bond - EUR Hedged

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 ICE Bank of America Global High Yield Constrained Index (the "Index”) and achieve the objective by investing primarily in debt securities worldwide which are considered by the Investment Manager to be below investment grade. The Fund's investment approach is based on analysis of the credit profile of individual high yield issuers combined with an analysis of the behavior and performance of the broader economic environment. Total returns will be sought through income and capital appreciation.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,79 3 anni: -0,60 5 anni: 1,52 Inizio: 3,29 2024: -0,49 2023: 11,26 2022: -12,58 2021: 2,15 2020: 4,55
Rendimento annuo: Categoria 1 anno: 6,99 3 anni: -0,79 5 anni: 0,90 Inizio: - 2024: 0,34 2023: 9,33 2022: -11,84 2021: 2,92 2020: 2,55
Rendimento annuo: Percentile 1 anno: 25,00 3 anni: 38,00 5 anni: 23,00 Inizio:- 2024: 54,00 2023: 14,00 2022: 48,00 2021: 67,00 2020: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,76 3 Sharpe Ratio: -0,07 5 Correlazione: 98,53 Beta: 1,06 Alfa: -0,20 Tracking error: 1,56 Info Ratio: -0,18
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2024-04-16
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2024-04-16