Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I CHF AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -16.6 | 4.6 | 22.6 | 5.1 | 1.5 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Multistrategy Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/05/2024 | CHF 100.99 | |
Day Change | -0.06% | |
Morningstar Category™ | Multistrategy Other | |
ISIN | IE00BYWTZ072 | |
Fund Size (Mil) 16/05/2024 | USD 97.15 | |
Share Class Size (Mil) 16/05/2024 | USD 0.58 | |
Max Initial Charge | - | |
Ongoing Charge 13/01/2023 | 1.46% |
Morningstar Research |
Analyst Report | 16/02/2024 Simon Scott, Director Morningstar, Inc |
Winton Diversified UCITS has many distinctive elements, but it is still a work in progress. The fund's Morningstar Analyst Ratings remain Neutral across all share classes. The year 2020 was a watershed moment for Winton, but the firm is now in a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I CHF Accumulation |
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 | ||
David Harding 03/07/2017 | ||
Carsten Schmitz 03/07/2017 | ||
Click here to see others | ||
Inception Date 03/07/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I CHF Accumulation | - |
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