Morningstar

Winton Managed Futures Trend Fund Class A EVOAX

Morningstar Medalist Rating
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Medalist Rating as of See Winton Capital Investment Hub
  • NAV / 1-Day Return $7.13  /  +0.56 %
  • Fund Size $22.5M
  • Adjusted Expense Ratio 1.590%
  • Net Expense Ratio 1.590%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Systematic Trend
  • Alternative Style Box (Funds) Low/High
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 7.99%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis EVOAX

Will EVOAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EVOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reliable and well-conceived pure trend-following strategy.

Principal Francesco Paganelli

Francesco Paganelli

Principal

Summary

Winton Trend UCITS (known as Winton Managed Futures Trend Fund in the US) offers access to Winton Capital's solid infrastructure and multidecades of experience in the trend-following space, even if its simplified design may require investors to exercise patience during range-bound markets, an environment in which trend-following strategies often face difficulties. The strategy earns Above Average People and Process ratings.

by Francesco Paganelli
Rated on Published on

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Portfolio Holdings EVOAX

More EVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

70.06 15M
Cash and Equivalents

Wmftf Fund Ltd

18.42 4M
—

Currency Contract - Usd

13.73 3M
Derivative

Currency Contract - Cnh

7.73 2M
Derivative

Future on US Dollar Index

7.35 2M
Derivative

Currency Contract - Brl

5.83 1M
Derivative

Currency Contract - Eur

3.90 859,421
Derivative

Currency Contract - Nok

2.29 504,620
Derivative

Us Dollar Collateral

1.59 350,000
Cash and Equivalents

Currency Contract - Zar

1.10 242,664
Derivative

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