Wellington Global Credit ESG Fund USD G AccURegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | -0.23 | 3.10 | 6.35 | 9.09 | -2.65 | -6.12 | 2.53 | 1.05 |
+/- Category | -0.35 | 1.74 | 0.39 | 1.98 | -0.18 | -0.03 | -0.41 | 1.34 |
+/- Category Index | 8.43 | -3.11 | -0.53 | 2.03 | -0.14 | 0.80 | -0.83 | 1.21 |
% Rank in Category | 33 | 19 | 58 | 21 | 67 | 48 | 67 | 9 |
Trailing Returns (GBP) | 31/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.95 | 0.81 | 0.91 |
1 Week | 0.42 | 0.77 | 0.77 |
1 Month | 1.81 | 0.81 | 1.48 |
3 Months | 1.19 | 0.83 | 0.97 |
6 Months | 3.48 | 1.45 | 1.34 |
YTD | 2.88 | 1.52 | 2.66 |
1 Year | 7.78 | 2.33 | 2.41 |
3 Years Annualised | -0.33 | -0.18 | 0.67 |
5 Years Annualised | 0.68 | 0.51 | 0.89 |
10 Years Annualised | 4.26 | 0.64 | 0.79 |
Category: Global Corporate Bond | |||
Category Index: Morningstar Gbl Corp Bd GR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.74 | 0.03 | 0.27 | - |
2023 | 0.52 | -3.21 | 0.90 | 4.45 |
2022 | -4.50 | -0.18 | 0.89 | -2.39 |
2021 | -4.82 | 2.22 | 1.55 | -1.46 |
2020 | 1.95 | 9.99 | -1.47 | -1.27 |
2019 | 1.27 | 6.84 | 4.18 | -5.65 |
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