Wellington Global Credit ESG Fund GBP G Q1 DisHRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 4.33 | -2.24 | 10.01 | 8.58 | -1.54 | -15.49 | 7.02 | 2.99 |
+/- Category | 0.07 | 0.58 | 0.36 | 1.67 | -0.45 | -0.97 | -0.98 | 0.51 |
+/- Category Index | 4.33 | -2.24 | -0.40 | 1.49 | -0.33 | 0.13 | -0.94 | 0.92 |
% Rank in Category | 51 | 26 | 66 | 29 | 77 | 50 | 81 | 13 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.05 | -0.01 |
1 Week | 0.93 | 0.18 | -0.05 |
1 Month | 1.83 | 0.03 | -0.06 |
3 Months | 4.13 | 0.36 | 0.07 |
6 Months | 5.47 | 0.62 | 0.65 |
YTD | 4.10 | 0.62 | 0.92 |
1 Year | 10.41 | 0.79 | 0.94 |
3 Years Annualised | -2.47 | -0.65 | -0.10 |
5 Years Annualised | 0.07 | -0.38 | 0.13 |
10 Years Annualised | 2.00 | 0.24 | 0.18 |
Category: Global Corporate Bond - GBP Hedged | |||
Category Index: Morningstar Gbl Corp Bd GR Hdg GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.48 | 0.31 | - | - |
2023 | 2.54 | -0.75 | -2.23 | 7.56 |
2022 | -6.46 | -6.29 | -5.89 | 2.45 |
2021 | -2.85 | 2.10 | -0.17 | -0.56 |
2020 | -4.29 | 8.55 | 1.63 | 2.82 |
2019 | 3.74 | 3.81 | 2.04 | 0.11 |
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