Winton Diversified UCITS I-P USD Acc |
Performance History | 31/01/2023 |
Growth of 1,000 (EUR) |
Fund | - | -27.2 | 16.2 | 20.4 | -3.0 | |
+/-Cat | - | -19.5 | 3.1 | 12.9 | - | |
+/-Idx | - | -27.5 | 4.7 | 27.7 | - | |
Category: Multistrategy USD | ||||||
Benchmarks: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 31/01/2023 | USD 97.05 | |
Day Change | 0.09% | |
Morningstar Category™ | Multistrategy USD | |
ISIN | IE00BKDV6D47 | |
Fund Size (Mil) 03/10/2024 | USD 104.33 | |
Share Class Size (Mil) - | - | |
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 | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Winton Diversified UCITS I-P USD 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Harding 03/07/2017 | ||
Carsten Schmitz 03/07/2017 | ||
Click here to see others | ||
Inception Date 04/12/2019 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Winton Diversified UCITS I-P USD Acc | 30/06/2024 |
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