Wellington Climate Strategy Fund USD S Ac

ISIN: LU1889107428

Categoria Morningstar: Sector Equity Ecology

Società: Wellington Management

The investment objective of the Fund is to seek long-term total returns in excess of the MSCI All Country World Index (the “Index”) while contributing to the environmental objective of climate risk mitigation (addressing the causes and minimising the possible impacts of climate change) and adaptation (aiming to reduce the negative effects of climate change or helping communities adapt to the impact of climate change), primarily through investment in equity securities issued by companies worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,39 3 anni: 8,19 5 anni: 14,86 Inizio: 14,64 2024: 12,64 2023: 6,87 2022: -7,09 2021: 27,01 2020: 22,23
Rendimento annuo: Categoria 1 anno: 5,47 3 anni: 1,68 5 anni: 8,86 Inizio: - 2024: 6,90 2023: 7,36 2022: -17,59 2021: 22,63 2020: 21,99
Rendimento annuo: Percentile 1 anno: 13,00 3 anni: 6,00 5 anni: 2,00 Inizio:- 2024: 7,00 2023: 58,00 2022: 3,00 2021: 33,00 2020: 33,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 95,20 Beta: 1,14 Alfa: -0,16 Tracking error: 6,47 Info Ratio: -0,04
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2024-06-17
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2024-06-17