Winton Trend Fund (UCITS) I-P USD AccRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 9.1 | 32.7 | -3.3 | -0.1 | |
+/-Cat | - | 7.4 | 4.0 | 3.4 | 0.0 | |
+/-B’mrk | - | -4.3 | 37.4 | -13.5 | -8.2 | |
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... |
Key Stats | ||
NAV 16/09/2024 | USD 146.92 | |
Day Change | 0.00% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | IE00BMC4XL50 | |
Fund Size (Mil) 16/09/2024 | USD 1140.20 | |
Share Class Size (Mil) 16/09/2024 | USD 7.56 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2024 | 1.12% |
Investment Objective: Winton Trend Fund (UCITS) I-P 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 16/06/2020 |
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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-P USD Acc | 31/12/2023 |
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