Wellington Opportunistic Emerging Markets Debt Fund USD S Ac

ISIN: IE00B3DJ3J46

Categoria Morningstar: Global Emerging Markets Bond

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 a blended index of 50% JPMorgan Emerging Market Bond Index - Global Diversified and 50% JPMorgan Government Bond Index - Emerging Markets Global Diversified (the "Index”), primarily through investment in a diversified portfolio of US Dollar and local currency denominated emerging markets debt securities and currency instruments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -9,85 3 anni: -1,79 5 anni: 0,49 Inizio: 7,07 2022: -12,61 2021: 3,71 2020: -0,97 2019: 17,97 2018: -1,03
Rendimento annuo: Categoria 1 anno: -8,86 3 anni: -2,12 5 anni: -0,12 Inizio: - 2022: -10,73 2021: 3,54 2020: -2,82 2019: 14,09 2018: -1,42
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 35,00 5 anni: 29,00 Inizio:- 2022: 62,00 2021: 58,00 2020: 21,00 2019: 11,00 2018: 44,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,66 3 Sharpe Ratio: -0,14 5 Correlazione: 99,30 Beta: 1,01 Alfa: 0,74 Tracking error: 1,43 Info Ratio: 0,49
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Bond. Data: 2022-06-29
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Bond. Data: 2022-06-29