Wellington Asian Opportunities Fund USD S Ac

ISIN: LU0564044146

Categoria Morningstar: Asia ex-Japan Equity

Società: Wellington Management

The investment objective of the Fund is to seek long-term total returns in excess of the MSCI All Country Asia Ex Japan Index (the “Index”) primarily through investment in companies listed or operating in the Asia ex Japan region. The Investment Manager will actively manage the Fund, taking an unconstrained approach which invests in companies across the capitalisation spectrum in developed and emerging markets in the Asia ex Japan region, focusing on the identification of undervalued high-quality businesses. The Fund is constructed on a bottom-up, company-specific basis and investment decisions are based on considerations of both upside return and downside risk. Sector and country allocations are an outcome of the stock selection process. This evaluation includes assessments of financial strength, management credibility and corporate governance track record.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,57 3 anni: -3,51 5 anni: 6,24 Inizio: 8,08 2024: 11,66 2023: 0,34 2022: -17,82 2021: 4,56 2020: 21,17
Rendimento annuo: Categoria 1 anno: 10,57 3 anni: -4,01 5 anni: 4,54 Inizio: - 2024: 13,97 2023: -1,92 2022: -15,99 2021: 3,50 2020: 16,26
Rendimento annuo: Percentile 1 anno: 33,00 3 anni: 48,00 5 anni: 28,00 Inizio:- 2024: 70,00 2023: 34,00 2022: 62,00 2021: 37,00 2020: 26,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 96,74 Beta: 1,03 Alfa: -2,36 Tracking error: 4,99 Info Ratio: -0,53
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2024-06-20
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2024-06-20