Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -23.0 | 9.0 | 26.7 | -0.9 | 9.7 |
![]() | +/-Cat | -20.5 | 3.0 | 13.1 | 0.5 | 4.1 |
![]() | +/-B’mrk | -28.9 | 4.5 | 28.8 | -4.8 | 6.1 |
Category: Multistrategy USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 25/07/2024 | USD 119.52 | |
Day Change | 0.19% | |
Morningstar Category™ | Multistrategy USD | |
ISIN | IE00BYWTYX35 | |
Fund Size (Mil) 25/07/2024 | USD 100.74 | |
Share Class Size (Mil) 25/07/2024 | USD 48.18 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2024 | 1.49% |
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 USD 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 | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD Accumulation | - |
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