Wellington Global Impact Fund EUR N 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 | 19.69 | -4.87 | 22.65 | 26.91 | 11.69 | -13.32 | 6.74 | 5.97 |
+/- Category | 5.49 | 5.65 | 5.57 | 12.61 | -3.34 | -3.51 | -2.74 | -0.41 |
+/- Category Index | 6.66 | -0.63 | 1.30 | 14.42 | -7.31 | -5.27 | -7.90 | -5.71 |
% Rank in Category | 18 | 20 | 22 | 16 | 66 | 60 | 67 | 59 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.10 | -0.10 |
1 Week | 3.22 | 1.59 | 0.22 |
1 Month | 0.89 | 3.49 | 2.76 |
3 Months | 0.64 | 3.93 | 0.43 |
6 Months | 4.71 | 2.34 | -1.16 |
YTD | 5.82 | 2.49 | -4.01 |
1 Year | 12.80 | 3.87 | -3.69 |
3 Years Annualised | -0.28 | -1.14 | -7.03 |
5 Years Annualised | 7.04 | 0.46 | -2.97 |
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 | 4.67 | -0.67 | - | - |
2023 | 0.89 | -0.17 | -3.68 | 10.02 |
2022 | -5.46 | -13.33 | 6.69 | -0.85 |
2021 | -0.46 | 8.74 | 1.23 | 1.93 |
2020 | -17.19 | 22.18 | 10.22 | 13.81 |
2019 | 9.90 | 7.19 | 4.96 | -0.81 |
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