Morningstar

Winton Managed Futures Trend Fund Class A EVOAX

Morningstar Medalist Rating
Medalist Rating as of | See Winton Capital Investment Hub
  • NAV / 1-Day Return 6.71  /  −0.15 %
  • Total Assets 21.9M
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Systematic Trend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 9.23%
  • Turnover 4%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:43 AM GMT+0

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EVOAX

More EVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

71.00 16M
Cash and Equivalents

Wmftf Fund Ltd

19.65 4M
—

Currency Contract - Usd

14.41 3M
Derivative

Currency Contract - Cnh

6.73 2M
Derivative

Future on US Dollar Index

5.49 1M
Derivative

Currency Contract - Brl

5.34 1M
Derivative

Currency Contract - Sek

4.19 953,824
Derivative

Currency Contract - Eur

3.87 880,256
Derivative

Currency Contract - Nok

3.18 722,697
Derivative

Currency Contract - Zar

1.55 352,939
Derivative

Sponsor Center