Morningstar

Winton Managed Futures Trend Fund Class I EVOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Winton Capital Investment Hub

Morningstar’s Analysis EVOIX

Will EVOIX 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 EVOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVOIX 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 EVOIX’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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