Wellington Management Funds (Luxembourg) - Asian Opportunities Fund
Estrategia de inversión
The Asian Consumption Portfolio seeks to generate attractive long term total returns by investing in companies which benefit from increasing levels of domestic consumption expenditure in the Asia ex Japan region. The fund will focus on companies with a strong business presence in Asia, companies that are expected to benefit from Asian consumption growth and Asian consumer companies tapping into business growth outside of the region. Investments will primarily be in equity securities within the consumer staples, consumer discretionary and healthcare sectors in the Asia ex Japan region; however, the approach is unconstrained and may opportunistically invest in any sector.
Comisiones
Otras clases
Nombre | ISIN | Comisión |
---|---|---|
Wellington Asian Opportunities Fund USD S Ac | LU0564044146 | 0,90 % |
Wellington Asian Opportunities Fund USD D Ac | LU1854458954 | 0,90 % |
Wellington Asian Opportunities Fund EUR S Ac | LU2057310836 | 0,90 % |
Wellington Asian Opportunities Fund USD N Ac | LU1854458871 | 0,90 % |
Rentabilidad por períodos
Período |
Acumulada |
Anualizada |
---|---|---|
Año actual
|
-13,79% | - |
30 días
|
-1,67% | - |
6 meses
|
-13,53% | - |
12 meses
|
-12,87% | - |
2 años
|
2,57% | 1,28% |
3 años
|
24,11% | 7,47% |
Rentabilidad por trimestres
Año | T1 | T2 | T3 | T4 | |
---|---|---|---|---|---|
2018 | - | - | - | - | -5,59% |
2019 | 29,20% | 17,51% | -2,19% | 4,57% | 7,49% |
2020 | 19,88% | -17,21% | 16,22% | 10,34% | 12,91% |
2021 | 3,43% | 8,50% | -1,90% | -3,79% | 1,00% |
2022 | - | -10,82% | -3,56% | - | - |
Rentabilidad mensual
Rentabilidad de los últimos 12 meses
Categoría
Top Wellington Management Funds (Luxembourg) - Asian Opportunities Fund frente a su categoría
Documentos
Documento |
Última actualización |
---|---|
Factsheet |
19/07/2022
|
Key Investor Information Document (KIID) |
13/05/2022
|
Prospectus |
28/07/2022
|
AnnualReport |
28/07/2022
|
SemiannualReport |
28/07/2022
|
Rulebook |
23/06/2022
|
Alarmas
Los que más suben
Los que más bajan
Divisas
Materias primas