Wellington Emerging Local Debt Fund GBP T Ac

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Wellington Emerging Local Debt Fund GBP T Ac
  • Morningstar EM Govt Bd LCCY GR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev6.68 %
3-Yr Mean Return3.19 %
 
3-Yr Sharpe Ratio-0.02
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar EM Govt Bd LCCY GR USD  JPM GBI-EM Global Diversified TR USD
3-Yr Beta1.091.03
3-Yr Alpha2.022.28
 
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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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