Wellington Multi-Sector Credit Fund GBP S AcH

ISIN: LU0995060596

Categoria Morningstar: Global High Yield Bond - GBP Hedged

Empresa: Wellington Management

The investment objective of the Fund is to seek long term total returns. The Fund will invest primarily in high-yielding sectors of the credit market including emerging market debt, high yield debt, and bank loans (sometimes referred to as senior floating rate loans or leveraged loans, but referred to herein as “bank loans”), but may also invest in any debt obligation approved by the Investment Manager’s credit research process and deemed to be consistent with the investment objectives of the Fund. The Fund’s exposure to bank loans will generally be through assignment of credit agreements or (to a lesser extent) through loan participations.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 12,76 3 anos: 0,53 5 anos: 3,65 Início: 3,33 2024: 4,58 2023: 13,13 2022: -16,95 2021: 7,87 2020: 3,59
Rentabilidade anual: Categoria 1 ano: 12,65 3 anos: 1,30 5 anos: 3,28 Início: - 2024: 3,83 2023: 13,91 2022: -15,53 2021: 10,72 2020: -1,91
Rentabilidade anual: Percentil 1 ano: 84,00 3 anos: 52,00 5 anos: 42,00 Início:- 2024: 80,00 2023: - 2022: - 2021: - 2020: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 9,75 3 Rácio de Sharpe: -0,32 5 Correlação: 87,23 Beta: 0,84 Alfa: -1,50 Tracking error: 3,96 Rácio de informação: -0,33
Fonte: Morningstar. Dados em euros. Categoria: Global High Yield Bond - GBP Hedged. Data: 2024-05-20
Fonte: Morningstar. Dados em euros. Categoria: Global High Yield Bond - GBP Hedged. Data: 2024-05-20