LSE - Delayed Quote GBP

Wellington Global Impact GBP S A1 Di (0P0001E1N6.L)

16.53
+0.00
+(0.00%)
At close: January 22 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 6.90%
5y Average Return 8.66%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Jan 22, 2025) 27.07%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 27.07%
Worst 3Y Total Return 0.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001E1N6.L
Category
YTD
10.99%
0.00%
1-Month
-2.69%
0.00%
3-Month
2.29%
0.00%
1-Year
10.99%
0.00%
3-Year
0.99%
0.00%
5-Year
7.92%
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
0P0001E1N6.L
Category
2024
10.99%
--
2023
6.90%
--
2022
-13.19%
--
2021
11.86%
--
2020
27.07%
--
2019
22.85%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.71% -0.63% 4.28% 2.29%
2023 0.93% -0.13% -3.64% 10.06%
2022 -5.42% -13.30% 6.73% -0.81%
2021 -0.42% 8.78% 1.27% 1.97%
2020 -17.18% 22.22% 10.27% 13.85%
2019 9.94% 7.23% 5.00% -0.75%
2018 -8.78% -- -- --

Rank in Category (By Total Return)

YTD 39
1-Month 62
3-Month 47
1-Year 39
3-Year 59
5-Year 39

Load Adjusted Returns

1-Year 10.99%
3-Year 0.99%
5-Year 7.92%
10-Year --

Performance & Risk

YTD Return 6.90%
5y Average Return 8.66%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Wellington Luxembourg S.à r.l.
Net Assets --
YTD Return 10.99%
Yield 0.39%
Morningstar Rating
Inception Date Jul 05, 2019

Fund Summary

null

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