Wellington Asia Technology Fund USD D Ac

ISIN: LU1751454437

Categoria Morningstar: Sector Equity Technology

Empresa: Wellington Management

The investment objective of the Fund is to seek long-term total returns in excess of the MSCI All Country Asia Pacific Information Technology Index (the “Index”), primarily through investing in the equity securities of technology and technology related companies listed or operating in the Asia region. 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 and GDRs qualifying as transferable securities within the meaning of article 41(1) of the 2010 Law), 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 2023 2022 2021 2020 2019
Rentabilidade anual: Fundo 1 ano: -4,29 3 anos: 8,73 5 anos: 5,73 Início: 5,84 2023: 16,91 2022: -35,44 2021: 23,71 2020: 39,84 2019: 46,76
Rentabilidade anual: Categoria 1 ano: 1,80 3 anos: 11,36 5 anos: 12,31 Início: - 2023: 20,58 2022: -32,03 2021: 22,57 2020: 36,03 2019: 37,82
Rentabilidade anual: Percentil 1 ano: 64,00 3 anos: 64,00 5 anos: 83,00 Início:- 2023: 70,00 2022: 68,00 2021: 51,00 2020: 33,00 2019: 17,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 23,00 3 Rácio de Sharpe: 0,28 5 Correlação: 78,92 Beta: 0,88 Alfa: -5,88 Tracking error: 16,72 Rácio de informação: -0,57
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2023-05-31
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2023-05-31