Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD Accumulation

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD Accumulation
Fund-23.09.026.7-0.98.8
+/-Cat-20.53.013.10.53.9
+/-B’mrk-28.94.528.8-4.87.0
 
Key Stats
NAV
13/06/2024
 USD 119.23
Day Change 0.47%
Morningstar Category™ Multistrategy USD
ISIN IE00BYWTYX35
Fund Size (Mil)
12/06/2024
 USD 97.20
Share Class Size (Mil)
12/06/2024
 USD 48.48
Max Initial Charge -
Ongoing Charge
31/01/2024
  1.49%
Morningstar Research
Analyst Report16/02/2024
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
People23
Parent23
Process23
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
Trailing Returns (GBP)13/06/2024
YTD7.63
3 Years Annualised12.25
5 Years Annualised1.95
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar US Con Tgt Alloc NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD Accumulation-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Winton UCITS Funds ICAV -Winton Diversified Fund (UCITS) I USD Accumulation

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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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