Wellington Global Impact Fund GBP S Ac

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Growth Of 1000 (GBP) 30/09/2024
Fund:  Wellington Global Impact Fund GBP S Ac
Category:  Global Flex-Cap Equity
Category Index:  Morningstar Global All Cap TME NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2024
 2019202020212022202330/09
Price Return22.8427.1011.85-13.196.908.51
+/- Category5.7612.80-3.17-3.38-2.582.31
+/- Category Index1.5014.61-7.14-5.14-7.74-3.43
% Rank in Category211565606535
Trailing Returns (GBP)30/10/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.20   -0.270.14
1 Week-0.70   -0.41-0.36
1 Month0.58   -0.52-1.50
3 Months3.81   2.380.04
6 Months8.04   5.01-0.04
YTD9.14   2.09-5.17
1 Year26.21   6.150.56
3 Years Annualised0.08   -1.58-7.18
5 Years Annualised7.93   0.57-2.73
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/09/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20244.71-0.634.29-
20230.93-0.13-3.6410.07
2022-5.43-13.306.73-0.81
2021-0.428.781.271.97
2020-17.1622.2310.2713.85
20199.947.235.00-0.77
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 2030 Sep 2130 Sep 2230 Sep 2330 Sep 24
10.7824.88-10.75-3.6719.43
 
 
 
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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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