Wellington Emerging Markets Equity Fund EUR S Ac

ISIN: IE00B1DS0F22

Categoria Morningstar: Global Emerging Markets Equity

Società: Wellington Management

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the MSCI Emerging Markets Index (the “Index”) and achieve the objective, primarily through investment in equity securities of companies that are either located in emerging markets or conduct substantial business in emerging markets. The Investment Manager uses bottom-up fundamental research on companies, industries, and countries to seek to identify emerging markets stocks with the strongest returns, adjusted for risk and liquidity.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,32 3 anni: -4,16 5 anni: 3,45 Inizio: 4,92 2024: 5,65 2023: 2,60 2022: -17,96 2021: 7,39 2020: 14,19
Rendimento annuo: Categoria 1 anno: 5,69 3 anni: -6,91 5 anni: 1,26 Inizio: - 2024: -0,27 2023: 10,33 2022: -21,90 2021: -2,36 2020: 17,69
Rendimento annuo: Percentile 1 anno: 25,00 3 anni: 50,00 5 anni: 21,00 Inizio:- 2024: 11,00 2023: 78,00 2022: 62,00 2021: 29,00 2020: 18,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,32 3 Sharpe Ratio: -0,49 5 Correlazione: 97,68 Beta: 1,00 Alfa: -2,00 Tracking error: 3,69 Info Ratio: -0,53
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-19
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-19