Wellington Emerging Markets Opportunities Fund CAD S Ac

ISIN: IE00BCDZ0H21

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 Investable Market Index (the "Index”) and achieve the objective, primarily through investment in companies that are located, and/or conduct substantial business activities, in non-developed markets, including frontier markets (as defined by MSCI). The Investment Manager will look to the location of a company’s assets, revenues and earnings in determining whether a company conducts substantial business activities in non-developed markets and the location of a company’s stock exchange listing will have no bearing in this evaluation.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -1,35 3 anni: -6,99 5 anni: 4,24 Inizio: 5,53 2024: 2,35 2023: 0,50 2022: -12,66 2021: 5,60 2020: 16,17
Rendimento annuo: Categoria 1 anno: 9,91 3 anni: -2,08 5 anni: 4,13 Inizio: - 2024: 9,99 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rendimento annuo: Percentile 1 anno: 96,00 3 anni: 84,00 5 anni: 39,00 Inizio:- 2024: 95,00 2023: 91,00 2022: 18,00 2021: 41,00 2020: 13,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 93,13 Beta: 0,98 Alfa: -5,39 Tracking error: 6,39 Info Ratio: -0,78
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-06-18
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-06-18