Wellington Multi-Asset High Income Fund - USD S M4 Di

ISIN: LU2430704226

Categoria Morningstar: USD Cautious Allocation

Società: Wellington Management

The investment objective of the Fund is to deliver a regular income, with a secondary focus on capital growth by primarily investing either directly or indirectly in global assets including equities, sovereign, corporate and inflation linked bonds. The Fund will be actively managed, seeking to achieve the objective through investment across a broad array of global assets. The investment approach utilises a dynamic asset allocation across these underlying assets to support the income objective and may invest up to 70% in equity securities and up to 70% in fixed income securities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 12,25 3 anni: 3,71 5 anni: 4,44 Inizio: 3,74 2024: 6,95 2023: 4,53 2022: -6,51 2021: 15,87 2020: 0,16
Rendimento annuo: Categoria 1 anno: 10,99 3 anni: 2,99 5 anni: 3,18 Inizio: - 2024: 5,13 2023: 4,03 2022: -5,27 2021: 10,96 2020: -3,08
Rendimento annuo: Percentile 1 anno: 7,00 3 anni: 32,00 5 anni: 13,00 Inizio:- 2024: 7,00 2023: 38,00 2022: 58,00 2021: 6,00 2020: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 86,52 Beta: 0,96 Alfa: 0,52 Tracking error: 3,63 Info Ratio: 0,16
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-07-19
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-07-19