Waverton Global Equity I GBP IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 15.75 | 12.50 | 19.05 | -8.00 | 20.08 | 9.98 | ||
+/- Category | -3.28 | 1.91 | 1.00 | 1.34 | 7.32 | 4.49 | ||
+/- Category Index | -5.80 | 0.25 | -0.62 | -0.29 | 4.83 | 3.47 | ||
% Rank in Category | 80 | 37 | 50 | 38 | 6 | 5 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.41 | -0.51 | -0.93 |
1 Week | 0.82 | 0.14 | -0.17 |
1 Month | 0.92 | -1.11 | -2.28 |
3 Months | 7.79 | 2.74 | 2.06 |
6 Months | 15.74 | 2.18 | 0.72 |
YTD | 12.20 | 3.10 | 1.53 |
1 Year | 25.14 | 7.34 | 2.71 |
3 Years Annualised | 12.38 | 4.78 | 2.40 |
5 Years Annualised | 12.33 | 2.74 | 0.68 |
10 Years Annualised | - | - | - |
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 | 10.14 | - | - | - |
2023 | 8.07 | 2.87 | 2.45 | 5.43 |
2022 | -3.91 | -5.92 | 1.74 | 0.03 |
2021 | 2.28 | 8.20 | 1.30 | 6.20 |
2020 | -12.95 | 14.47 | 8.75 | 3.81 |
2019 | 9.08 | 4.71 | 2.49 | -1.12 |
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