Wellington Global Credit ESG Fund USD S AccHRegister 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 | -3.45 | 5.57 | 7.53 | 6.93 | -0.51 | -3.53 | 1.96 | 2.44 |
+/- Category | 0.23 | 1.13 | 0.08 | 2.05 | -0.40 | -0.46 | -0.44 | 0.76 |
+/- Category Index | 0.40 | 0.16 | -0.45 | 2.16 | -0.38 | 0.17 | -0.97 | 0.94 |
% Rank in Category | 52 | 13 | 70 | 23 | 75 | 38 | 76 | 11 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | 0.03 | -0.02 |
1 Week | -0.39 | 0.16 | -0.01 |
1 Month | 2.93 | 0.05 | -0.05 |
3 Months | 1.90 | 0.42 | 0.00 |
6 Months | 3.90 | 0.96 | 0.67 |
YTD | 3.48 | 0.87 | 0.94 |
1 Year | 9.72 | 1.11 | 0.94 |
3 Years Annualised | 0.89 | -0.24 | -0.11 |
5 Years Annualised | -0.12 | 0.02 | 0.27 |
10 Years Annualised | 5.78 | 0.47 | 0.40 |
Category: Global Corporate Bond - USD Hedged | |||
Category Index: Morningstar Gbl Corp Bd GR Hdg USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.47 | 0.34 | - | - |
2023 | 0.15 | -3.30 | 1.97 | 3.25 |
2022 | -3.77 | 1.94 | 3.05 | -4.57 |
2021 | -3.75 | 1.98 | 2.33 | -0.93 |
2020 | 3.08 | 9.44 | -2.72 | -2.57 |
2019 | 1.87 | 6.76 | 5.76 | -6.51 |
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