Wellington Global Impact Fund USD S AcRegister 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 | 19.93 | -4.69 | 22.83 | 27.10 | 11.85 | -13.19 | 6.91 | 6.06 |
+/- Category | 5.73 | 5.84 | 5.75 | 12.80 | -3.17 | -3.38 | -2.57 | -0.31 |
+/- Category Index | 6.90 | -0.45 | 1.48 | 14.61 | -7.14 | -5.14 | -7.73 | -5.61 |
% Rank in Category | 16 | 19 | 22 | 15 | 65 | 60 | 65 | 57 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.10 | -0.10 |
1 Week | 3.22 | 1.60 | 0.22 |
1 Month | 0.90 | 3.50 | 2.77 |
3 Months | 0.68 | 3.97 | 0.47 |
6 Months | 4.79 | 2.42 | -1.08 |
YTD | 5.92 | 2.59 | -3.91 |
1 Year | 12.97 | 4.04 | -3.52 |
3 Years Annualised | -0.13 | -0.99 | -6.87 |
5 Years Annualised | 7.20 | 0.62 | -2.80 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.71 | -0.63 | - | - |
2023 | 0.93 | -0.13 | -3.64 | 10.07 |
2022 | -5.43 | -13.30 | 6.73 | -0.81 |
2021 | -0.42 | 8.78 | 1.27 | 1.97 |
2020 | -17.16 | 22.23 | 10.26 | 13.85 |
2019 | 9.94 | 7.23 | 5.00 | -0.77 |
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