Waverton Global Equity B USDRegister 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 | 10.56 | -5.58 | 16.76 | 12.79 | 19.25 | -7.73 | 20.37 | 10.25 |
+/- Category | -2.01 | 1.14 | -2.27 | 2.20 | 1.20 | 1.62 | 7.61 | 4.75 |
+/- Category Index | -2.56 | -2.07 | -4.80 | 0.54 | -0.41 | -0.01 | 5.12 | 3.73 |
% Rank in Category | 74 | 42 | 74 | 34 | 48 | 34 | 5 | 4 |
Trailing Returns (GBP) | 15/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.13 | -0.55 |
1 Week | -0.07 | -0.75 | -1.07 |
1 Month | 1.41 | -0.62 | -1.79 |
3 Months | 6.71 | 1.67 | 0.98 |
6 Months | 14.85 | 1.29 | -0.16 |
YTD | 11.97 | 2.87 | 1.30 |
1 Year | 24.43 | 6.63 | 2.01 |
3 Years Annualised | 12.58 | 4.98 | 2.60 |
5 Years Annualised | 12.29 | 2.70 | 0.64 |
10 Years Annualised | 12.03 | 2.44 | 0.20 |
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 | 10.12 | - | - | - |
2023 | 7.88 | 3.05 | 2.60 | 5.53 |
2022 | -3.81 | -5.88 | 1.81 | 0.11 |
2021 | 2.28 | 8.30 | 1.40 | 6.18 |
2020 | -12.94 | 14.59 | 8.83 | 3.88 |
2019 | 9.19 | 5.15 | 2.58 | -0.86 |
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