Wellington Global Impact Fund USD N AcRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 19.74 | -4.86 | 22.64 | 26.91 | 11.69 | -13.32 | 6.74 | 3.87 |
+/- Category | 5.54 | 5.67 | 5.57 | 12.61 | -3.34 | -3.51 | -2.74 | -1.78 |
+/- Category Index | 6.70 | -0.62 | 1.30 | 14.42 | -7.31 | -5.27 | -7.90 | -4.55 |
% Rank in Category | 17 | 20 | 22 | 16 | 66 | 60 | 67 | 70 |
Trailing Returns (GBP) | 10/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | 0.83 | 0.35 |
1 Week | 0.34 | 0.40 | -0.66 |
1 Month | -1.79 | -0.42 | -1.67 |
3 Months | 1.40 | -0.43 | -3.14 |
6 Months | 8.58 | -1.18 | -4.03 |
YTD | 3.93 | -1.35 | -5.65 |
1 Year | 11.03 | -0.87 | -7.80 |
3 Years Annualised | 0.50 | -2.13 | -7.66 |
5 Years Annualised | 7.51 | -0.01 | -3.00 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.67 | - | - | - |
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 | 9.89 | 7.19 | 4.96 | -0.81 |
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