Wellington Emerging Markets Research Equity Fund USD D Ac

Qualification
Motivo do Rating:
  • -Dinheiro investido por investidores locais

ISIN: LU1366343215

Categoria Morningstar: Global Emerging Markets Equity

Empresa: Wellington Management

The investment objective of the Fund is to seek long-term total returns in excess of the MSCI Emerging Markets Index (the “Index”) primarily through investing, either directly or indirectly, in equity and equity-related securities issued by companies located in emerging market countries and/or conduct substantial business activities in emerging market countries. The Fund will primarily invest, directly or indirectly through the use of FDIs, in equity and other securities with equity characteristics. These may include, but are not limited to, common stocks, depository receipts (such as ADRs, GDRs and European depository receipts), market access products (including warrants on equities, options on equities and equity swaps), preferred stock, warrants, dividend-right certificates, shares of closed-ended REITS, exchange-traded funds and other UCIs.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 1,82 3 anos: -7,28 5 anos: -0,96 Início: 4,53 2024: 4,12 2023: -0,65 2022: -20,13 2021: 4,48 2020: 6,13
Rentabilidade anual: Categoria 1 ano: 8,74 3 anos: -3,20 5 anos: 2,35 Início: - 2024: 3,39 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rentabilidade anual: Percentil 1 ano: 91,00 3 anos: 87,00 5 anos: 92,00 Início:- 2024: 64,00 2023: 94,00 2022: 77,00 2021: 53,00 2020: 63,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 13,62 3 Rácio de Sharpe: -0,70 5 Correlação: 96,65 Beta: 1,02 Alfa: -5,80 Tracking error: 4,56 Rácio de informação: -1,24
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-18
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-18