Wellington Global Impact Fund USD T AcRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | -4.11 | 23.43 | 27.73 | 12.58 | -12.63 | 7.60 | 9.04 | |
+/- Category | 6.41 | 6.35 | 13.42 | -2.44 | -2.81 | -1.88 | 2.84 | |
+/- Category Index | 0.13 | 2.08 | 15.23 | -6.41 | -4.57 | -7.04 | -2.90 | |
% Rank in Category | 17 | 18 | 15 | 62 | 57 | 61 | 30 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | -0.05 | 0.08 |
1 Week | 1.89 | 1.08 | 0.88 |
1 Month | 2.59 | -0.09 | -1.67 |
3 Months | 6.95 | 5.77 | 3.22 |
6 Months | 12.85 | 7.96 | 3.28 |
YTD | 12.18 | 4.08 | -3.32 |
1 Year | 23.62 | 8.15 | 1.99 |
3 Years Annualised | 2.16 | -0.48 | -6.17 |
5 Years Annualised | 9.12 | 1.23 | -2.07 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | -0.47 | 4.46 | - |
2023 | 1.09 | 0.03 | -3.49 | 10.25 |
2022 | -5.27 | -13.16 | 6.91 | -0.65 |
2021 | -0.26 | 8.96 | 1.44 | 2.14 |
2020 | -17.16 | 22.42 | 10.45 | 14.04 |
2019 | 10.11 | 7.41 | 5.17 | -0.77 |
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