Wellington Euro High Yield Bond Fund EUR S Ac

ISIN: IE00BJRHVH04

Categoria Morningstar: EUR High Yield 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 the ICE Bank of America Merrill Lynch Euro High Yield Constrained Index (the "Index”) and achieve the objective, primarily through investment in debt securities denominated in European currencies issued worldwide. The Fund's investment approach is based on a combination of the analysis of the credit profile of individual high yield issuers and country-level macro-economic research. 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: 12,38 3 anni: 2,59 5 anni: 4,22 Inizio: 4,25 2024: 2,14 2023: 14,03 2022: -9,57 2021: 4,13 2020: 5,25
Rendimento annuo: Categoria 1 anno: 9,95 3 anni: 0,71 5 anni: 2,04 Inizio: - 2024: 2,23 2023: 10,30 2022: -10,30 2021: 2,68 2020: 1,15
Rendimento annuo: Percentile 1 anno: 5,00 3 anni: 8,00 5 anni: - Inizio:- 2024: 45,00 2023: 3,00 2022: 32,00 2021: 11,00 2020: 4,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,10 3 Sharpe Ratio: 0,16 5 Correlazione: 98,65 Beta: 1,06 Alfa: 1,44 Tracking error: 1,36 Info Ratio: 1,04
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-05-22
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-05-22