Wellington All-China Focus Equity FundGBP N AccU

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Wellington All-China Focus Equity FundGBP N AccU
  • Morningstar China TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev26.60 %
3-Yr Mean Return-9.47 %
 
3-Yr Sharpe Ratio-0.50
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar China TME NR USD  Morningstar China TME NR USD
3-Yr Beta0.880.88
3-Yr Alpha-8.90-8.90
 
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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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