Wellington Global Quality Growth Fund USD Class S Ac

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAverageBelow Average4 star
10-YearHighBelow Average5 star
OverallAbove AverageBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Wellington Global Quality Growth Fund USD Class S Ac
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev11.56 %
3-Yr Mean Return7.17 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar US Market TR USD
3-Yr Beta0.820.89
3-Yr Alpha0.35-4.50
 
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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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