Waverton Global Equity A GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.94 | -6.04 | 16.13 | 12.21 | 18.71 | -8.20 | 19.78 | 9.88 |
+/- Category | -2.63 | 0.67 | -2.90 | 1.63 | 0.66 | 1.14 | 7.02 | 4.39 |
+/- Category Index | -3.18 | -2.53 | -5.42 | -0.04 | -0.95 | -0.49 | 4.53 | 3.37 |
% Rank in Category | 80 | 46 | 78 | 41 | 52 | 41 | 6 | 5 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.38 | -0.36 | -0.90 |
1 Week | 0.79 | 0.05 | -0.20 |
1 Month | 0.89 | -0.96 | -2.31 |
3 Months | 7.72 | 2.81 | 1.99 |
6 Months | 15.59 | 2.13 | 0.58 |
YTD | 12.10 | 3.24 | 1.42 |
1 Year | 24.82 | 7.02 | 2.39 |
3 Years Annualised | 12.09 | 5.05 | 2.11 |
5 Years Annualised | 12.10 | 3.02 | 0.45 |
10 Years Annualised | 10.05 | 1.23 | -1.78 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.11 | - | - | - |
2023 | 7.99 | 2.78 | 2.42 | 5.37 |
2022 | -3.91 | -6.00 | 1.66 | -0.02 |
2021 | 2.19 | 8.15 | 1.26 | 6.07 |
2020 | -12.99 | 14.44 | 8.70 | 3.68 |
2019 | 9.02 | 5.01 | 2.44 | -0.98 |
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