Winton Diversified Fund (UCITS) I-2 EUR Accumulation

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Winton Diversified Fund (UCITS) I-2 EUR Accumulation
Fund-16.90.419.01.17.9
+/-Cat-21.32.716.0-0.15.9
+/-B’mrk-26.54.227.0-3.68.5
 
Key Stats
NAV
13/06/2024
 EUR 110.70
Day Change -0.28%
Morningstar Category™ Multistrategy EUR
ISIN IE00BYWTZ304
Fund Size (Mil)
12/06/2024
 USD 97.20
Share Class Size (Mil)
12/06/2024
 USD 22.54
Max Initial Charge -
Ongoing Charge
31/01/2024
  1.49%
Morningstar Research
Analyst Report-
,
Morningstar, Inc

After a disastrous 2020 performance, Winton is making again some changes to the investment process within this fund. This comes on top of a dramatic year when the company has seen the loss of a co-CIO, a large drop in assets under management, and...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People23
Parent23
Process23
Performance
Price
Investment Objective: Winton Diversified Fund (UCITS) I-2 EUR 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
YTD5.63
3 Years Annualised7.52
5 Years Annualised0.21
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 EU Cau Gbl Tgt Alloc NR EUR
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 Diversified Fund (UCITS) I-2 EUR 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 Diversified Fund (UCITS) I-2 EUR 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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