Wellington Management Funds (Ireland) plc - Emerging Markets Systematic Equity Fund
Estrategia de inversión
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 companies domiciled or listed in emerging market countries. The Investment Manager believes that a scientific, model-based approach is ideally suited to identify and exploit market inefficiencies by applying insights across a very large number of securities. Over shortterm horizons, a systematic approach can help uncover stock performance trends and optimal timing patterns to seek to generate additional returns and minimize transaction costs. Over long-term horizons, a disciplined process aims to avoid common investment traps that can be traced to behavioral biases as well as capture return generating ideas that have been scientifically tested.
Comisiones
Otras clases
Nombre | ISIN | Comisión |
---|---|---|
Wellington Emerging Markets Systematic Equity Fund USD S Ac | IE00BYT57D54 | 0,65 % |
Wellington Emerging Markets Systematic Equity Fund USD D Ac | IE00BYVF6814 | 0,65 % |
Rentabilidad por períodos
Período |
Acumulada |
Anualizada |
---|---|---|
Año actual
|
-11,72% | - |
30 días
|
-2,29% | - |
6 meses
|
-11,05% | - |
12 meses
|
-15,86% | - |
2 años
|
14,76% | 7,13% |
3 años
|
6,20% | 2,02% |
5 años
|
13,31% | 2,53% |
Rentabilidad por trimestres
Año | T1 | T2 | T3 | T4 | |
---|---|---|---|---|---|
2016 | - | - | - | 7,70% | 1,52% |
2017 | 22,37% | 11,27% | 0,02% | 5,34% | 4,37% |
2018 | -12,93% | -1,45% | -3,32% | -0,81% | -7,86% |
2019 | 18,02% | 12,17% | -0,52% | -1,32% | 7,18% |
2020 | 1,68% | -23,46% | 14,78% | 4,08% | 11,21% |
2021 | 11,85% | 10,94% | 6,13% | -5,27% | 0,29% |
2022 | - | -5,31% | - | - | - |
Rentabilidad mensual
Rentabilidad de los últimos 12 meses
Categoría
Top Wellington Management Funds (Ireland) plc - Emerging Markets Systematic Equity Fund frente a su categoría
Documentos
Documento |
Última actualización |
---|---|
Factsheet |
18/06/2022
|
Key Investor Information Document (KIID) |
13/05/2022
|
Prospectus |
24/06/2022
|
AnnualReport |
24/06/2022
|
SemiannualReport |
24/06/2022
|
Rulebook |
24/06/2022
|
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