Wellington Strategic European Equity Fund EUR D Ac

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAverage5 star
10-YearHighBelow Average5 star
OverallHighBelow Average5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Wellington Strategic European Equity Fund EUR D Ac
  • Morningstar DM Eur TME NR EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev11.63 %
3-Yr Mean Return9.58 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar DM Eur TME NR EUR  MSCI Europe NR EUR
3-Yr Beta0.910.92
3-Yr Alpha2.452.42
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures