Winton Diversified UCITS I EUR Acc |
Performance History | 30/09/2024 |
Growth of 1,000 (EUR) |
Fund | -21.3 | 7.0 | 12.6 | 3.5 | 6.7 | |
+/-Cat | -20.2 | 2.9 | 15.1 | -0.1 | 2.0 | |
+/-Idx | -25.1 | 4.5 | 25.6 | -3.7 | 1.7 | |
Category: Multistrategy EUR | ||||||
Benchmarks: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 03/10/2024 | EUR 106.73 | |
Day Change | -0.38% | |
Morningstar Category™ | Multistrategy EUR | |
ISIN | IE00BYWTYZ58 | |
Fund Size (Mil) 03/10/2024 | USD 104.33 | |
Share Class Size (Mil) 03/10/2024 | USD 28.50 | |
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 EUR Acc |
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 EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Winton Diversified UCITS I EUR Acc | 30/06/2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|