Wellington Global Perspectives Fund S USD Acc Unhedged
ISIN: IE00BQV17M41
Categoria Morningstar: Global Small/Mid-Cap Equity
Società: Wellington Management
The Wellington Global Perspectives Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the MSCI All Countries World Small Cap index, seeking to achieve the objective by investing globally, primarily in the equity securities of small to mid-capitalisation companies with a market capitalisation typically below USD 10bn.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 10,24 | 3 anni: 8,51 | 5 anni: 12,25 | Inizio: 8,57 | 2021: 9,23 | 2020: 4,11 | 2019: 23,25 | 2018: -10,52 | 2017: 13,15 |
| Rendimento annuo: Categoria | 1 anno: 20,61 | 3 anni: 12,71 | 5 anni: 13,07 | Inizio: - | 2021: 9,56 | 2020: 7,30 | 2019: 25,92 | 2018: -11,62 | 2017: 10,37 |
| Rendimento annuo: Percentile | 1 anno: 68,00 | 3 anni: 71,00 | 5 anni: 57,00 | Inizio:- | 2021: 81,00 | 2020: 62,00 | 2019: 75,00 | 2018: 50,00 | 2017: 32,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 22,11 | 3 Sharpe Ratio: 0,19 | 5 Correlazione: 98,77 | Beta: 1,09 | Alfa: -2,71 | Tracking error: 4,21 | Info Ratio: -0,65 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Small/Mid-Cap Equity. Data: 2021-02-23
Fonte: Morningstar.
Dati in euros.
Categoria: Global Small/Mid-Cap Equity. Data: 2021-02-23