Wellington Global Impact Fund USD N Ac

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Wellington Global Impact Fund USD N Ac
  • Morningstar Global All Cap TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev13.56 %
3-Yr Mean Return1.63 %
 
3-Yr Sharpe Ratio-0.12
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Global All Cap TME NR USD  Morningstar Gbl SMID GR USD
3-Yr Beta1.081.01
3-Yr Alpha-6.60-3.52
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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