Winton Diversified UCITS I GBP Inc |
Performance History | 30/09/2024 |
Growth of 1,000 (EUR) |
Fund | -25.2 | 14.6 | 7.1 | 7.1 | 11.5 | |
+/-Cat | -16.6 | 2.6 | 11.3 | 0.4 | 0.6 | |
+/-Idx | -25.1 | 8.4 | 25.0 | -1.4 | 3.2 | |
Category: Multistrategy GBP | ||||||
Benchmarks: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 03/10/2024 | GBP 112.47 | |
Day Change | -1.27% | |
Morningstar Category™ | Multistrategy GBP | |
ISIN | IE00BYWTYY42 | |
Fund Size (Mil) 03/10/2024 | USD 104.33 | |
Share Class Size (Mil) 03/10/2024 | USD 2.44 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2024 | 1.49% |
Morningstar Research |
Analyst Report | 16/02/2024 Simon Scott, Director Morningstar, Inc |
Winton Diversified UCITS has many distinctive elements, but it is still a work in progress. The fund's Morningstar Analyst Ratings remain Neutral across all share classes. The year 2020 was a watershed moment for Winton, but the firm is now in a... | |
Click here to read this analyst report |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Winton Diversified UCITS I GBP Inc |
The investment objective of the Fund is to achieve long-term capital appreciation through compound growth. There can be no assurance that the Fund will achieve its investment objective over any time period and a capital loss may occur. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
David Harding 03/07/2017 | ||
Carsten Schmitz 03/07/2017 | ||
Click here to see others | ||
Inception Date 03/07/2017 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Winton Diversified UCITS I GBP Inc | 30/06/2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|