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Wellington Gb Crdt Shrt DurFund USD DAcU - IE000XR30H57
Obiettivo di investimento dichiarato
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to achieve the objective primarily through investment in debt securities on a hedged interest rate duration basis. The Fund will be managed with the aim of providing exposure to credit whilst keeping portfolio turnover low and seeking to maximise total returns and mitigating against capital erosion over the long-term. The Investment Manager will use a combination of top down analysis of global investment and economic themes and bottom up credit analysis on individual industries and issuers to structure a Fund that seeks to hold securities to maturity unless their credit outlook deteriorates or securities with a better forecast return are identified.
Anagrafica e indicatori
| ISIN: IE000XR30H57 | Benchmark dichiarato: ND |
| Prezzo/Nav al 23/12/2024: 10,45 USD | Benchmark Morningstar: Morningstar Gbl Corp Bd GR Hdg USD |
| Investimento minimo: 5.000,00 USD | Società di Gestione: Wellington Management |
| Categoria Morningstar: Obbligazionari Corporate Globali - USD Hedged | Valuta: USD |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 5,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 0,15% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | ND | 10,40% |
| Rendimento 1 anno % | ND | 10,31% |
| Rendimento 3 anni % | ND | 2,41% |
| Rendimento 5 anni % | ND | 2,46% |
| Rendimento 10 anni % | ND | 4,18% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Wellington Gb Crdt Shrt DurFund USD DAcU al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Obbligazionari Corporate Globali - USD Hedged.
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