Fund Description
The Winton Trend Fund (UCITS) employs a rules-based investment strategy that is designed to profit from medium-term price trends, both up and down, in stock market indices, government bonds, interest rates, currencies and commodities.
The fund's strategy aims to generate capital appreciation over the long term, regardless of whether markets are rising or falling, making it complementary for traditional stock market and bond investments.
Objective
The investment objective of the fund is to achieve long-term capital appreciation through compound growth. The fund seeks to achieve its investment objective by pursuing a trend following strategy, which has been developed and is implemented by the investment manager.
Past Performance
As at 31 March 2023
-3.50%
YTD
-3.50%
3 Months
1.01%
1 Year
6.84%
Annualised Return Since Inception
11.71%
April 19 – March 20
6.76%
April 20 – March 21
15.45%
April 21 - March 22
1.01%
April 22 - March 23
April 19 – March 20
11.71%
April 20 – March 21
6.76%
April 21 - March 22
15.45%
April 22 - March 23
1.01%
Past performance is not indicative of future results. Returns are based on Winton Trend Fund UCITS USD I Shares and are net of 1.00% management fee from inception to 31 May 2020 and 0.80% management fee thereafter. All returns are confirmed by the Administrator unless otherwise stated as estimated returns.
Fund Documents
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Important Information: The Winton Trend Fund (UCITS) (the "Fund") is a sub-fund of Winton UCITS Funds ICAV (the "Company"). The Company is authorised by the Central Bank of Ireland as an undertaking for collective investment in Transferable Securities pursuant to the UCITS Regulations. This webpage is prepared by Winton Capital Management Limited ("Winton") which is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Registered Office: 20 Old Bailey, London EC4M 7AN.
This webpage is a summary only and potential investors must refer to the prospectus, the supplement and the Key Investor Information Document ("KIID") for the Fund, which is available on this page. This webpage is not a recommendation to purchase or sell any investments.
The value of an investment and any income derived from it can go down as well as up and investors may not get back their original amount invested. The information on this webpage is believed to be materially correct but Winton makes no representation or warranty as to its accuracy or completeness and accepts no liability for any inaccuracy or omission. This material is not suitable for distribution in the United States or to US Persons.
First Fund Independent Services Ltd, with registered office at Klausstrasse 33, CH – 8008 Zurich, Switzerland has been appointed to act as Swiss representative and NPB Neue Privat Bank AG, with registered office at Limmatquai 1/am Bellevue, P.O. Box CH – 80222 Zurich, Switzerland has been appointed to act as Swiss paying agent of the Company. The prospectus, the instrument of incorporation, the Key Investor Information Document as well as the annual and semi-annual report pertaining to the Fund can be obtained free of charge on this webpage or from the Swiss representative. The place of performance and jurisdiction in relation to shares distributed in Switzerland is at the registered office of the Swiss representative.
Who is the Fund for?
- Investors seeking capital appreciation over the long term.
- Investors seeking an alternative to traditional investment strategies.
- Investors seeking exposure to multiple asset classes and markets as part of a diversified portfolio.
Key risks to consider
- Derivatives – The Fund invests in futures and forwards, which are financial derivative instruments that can increase the size of gains and losses.
- Commodity-related and macroeconomic risk – The Fund will gain exposure to the performance of equities, equity indices, government bonds, interest rates, currencies and commodities, all of which can be volatile and influenced by economic and political developments.
- Process risk – There may be issues with the systems and mathematical models that Winton uses to implement the Fund's strategy or the processes and procedures related to those systems.
A more comprehensive list of risks is provided in the Company's prospectus and Fund supplement.