Wells Fargo (Lux) Worldwide Fund – China A Focus Fund I USD Acc

ISIN: LU0405327494

Categoria Morningstar: China Equity

Società: Wells Fargo Asset Management

The Fund seeks long-term capital appreciation. The Fund will invest at least two-thirds of its total assets in equity securities of Chinese companies, including, without limitation, companies listed in Hong Kong (H-shares), Singapore (S-chips), Shanghai (A-shares) and Shenzhen (A-shares) and other global exchanges such as the U.S., U.K., or Canada. Equity exposure will be achieved directly through investment in equity securities and/or indirectly through participatory notes, equity linked notes and/or certificates. The Fund may invest up to 15% of its total assets in China A shares issued by companies in the People’s Republic of China and listed on the People’s Republic of China stock exchanges. The Fund may use futures, forward contracts, options or swap agreements, as well as other derivatives, for hedging or efficient portfolio management purposes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 49,05 3 anni: 14,25 5 anni: 16,72 Inizio: 15,34 2021: 5,33 2020: 33,79 2019: 18,93 2018: -10,89 2017: 29,99
Rendimento annuo: Categoria 1 anno: 35,68 3 anni: 10,91 5 anni: 14,67 Inizio: - 2021: 3,34 2020: 26,77 2019: 26,79 2018: -15,92 2017: 26,44
Rendimento annuo: Percentile 1 anno: 15,00 3 anni: 32,00 5 anni: 27,00 Inizio:- 2021: 16,00 2020: 31,00 2019: 76,00 2018: 21,00 2017: 38,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 19,20 3 Sharpe Ratio: 0,55 5 Correlazione: 95,78 Beta: 1,03 Alfa: 3,85 Tracking error: 6,28 Info Ratio: 0,66
Fonte: Morningstar. Dati in euros. Categoria: China Equity. Data: 2021-04-09
Fonte: Morningstar. Dati in euros. Categoria: China Equity. Data: 2021-04-09