Waverton Global Equity A USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 9.96 | -6.02 | 16.09 | 12.21 | 18.70 | -8.18 | 19.77 | 10.00 |
+/- Category | -2.62 | 0.69 | -2.95 | 1.62 | 0.65 | 1.16 | 7.01 | 1.95 |
+/- Category Index | -3.17 | -2.51 | -5.47 | -0.04 | -0.96 | -0.47 | 4.52 | 0.88 |
% Rank in Category | 80 | 46 | 79 | 41 | 52 | 41 | 6 | 22 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | -0.11 | -0.69 |
1 Week | 0.97 | -0.19 | -1.36 |
1 Month | -0.31 | 1.15 | 0.22 |
3 Months | 6.69 | 1.65 | 0.20 |
6 Months | 18.79 | 3.03 | 0.33 |
YTD | 9.66 | 3.53 | 1.87 |
1 Year | 23.68 | 7.93 | 2.99 |
3 Years Annualised | 10.30 | 4.16 | 2.06 |
5 Years Annualised | 10.80 | 2.21 | 0.32 |
10 Years Annualised | 9.99 | 0.42 | -1.69 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.00 | - | - | - |
2023 | 7.75 | 2.89 | 2.51 | 5.39 |
2022 | -3.91 | -6.01 | 1.68 | -0.01 |
2021 | 2.20 | 8.11 | 1.27 | 6.08 |
2020 | -13.00 | 14.47 | 8.70 | 3.66 |
2019 | 9.02 | 4.99 | 2.47 | -1.02 |
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