Winton Trend Fund (UCITS) I USD AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.8 | 9.2 | 32.8 | -3.2 | 9.5 |
![]() | +/-Cat | 3.2 | 7.4 | 4.1 | 3.5 | 1.0 |
![]() | +/-B’mrk | -7.9 | -4.2 | 37.5 | -13.4 | 1.3 |
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... |
Key Stats | ||
NAV 12/07/2024 | USD 161.53 | |
Day Change | -0.29% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | IE00BG382P13 | |
Fund Size (Mil) 12/07/2024 | USD 1010.09 | |
Share Class Size (Mil) 12/07/2024 | USD 270.69 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2024 | 1.05% |
Investment Objective: Winton Trend Fund (UCITS) I USD Acc |
The investment objective of the Fund is to achieve long-term capital appreciation through compound growth. There can be no assurance that the Fund will achieve its investment objective over any time period and a capital loss may occur. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 02/07/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar US Mod Tgt Alloc NR USD |
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Portfolio Profile for Winton Trend Fund (UCITS) I USD Acc | 31/12/2023 |
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