LSE - Delayed Quote GBP

Wellington Management Funds (Ireland) plc - Global Impact Fund (0P00019XAQ.L)

16.66
+0.20
+(1.20%)
At close: January 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 5.12%
5y Average Return 5.35%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jan 21, 2025) 27.40%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 27.40%
Worst 3Y Total Return -3.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019XAQ.L
Category
YTD
8.24%
0.00%
1-Month
-4.19%
0.00%
3-Month
-4.58%
0.00%
1-Year
8.24%
0.00%
3-Year
-3.45%
0.00%
5-Year
4.78%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019XAQ.L
Category
2024
8.24%
--
2023
11.29%
--
2022
-25.27%
--
2021
10.14%
--
2020
27.40%
--
2019
24.88%
--
2018
-12.25%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.65% -0.79% 10.31% -4.58%
2023 3.18% 2.36% -7.85% 14.34%
2022 -7.99% -20.99% -2.87% 5.83%
2021 0.52% 8.71% -1.34% 2.15%
2020 -23.59% 20.93% 14.94% 19.95%
2019 11.76% 4.19% 1.10% 6.07%
2018 -0.09% -1.90% 1.17% -11.51%
2017 7.44% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 8.24%
3-Year -3.45%
5-Year 4.78%
10-Year --

Performance & Risk

YTD Return 5.12%
5y Average Return 5.35%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Wellington Luxembourg S.à r.l.
Net Assets --
YTD Return 8.24%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 05, 2019

Fund Summary

null

Related Tickers