Waverton Global Equity A 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 | 9.96 | -6.02 | 16.09 | 12.21 | 18.70 | -8.18 | 19.77 | 10.06 |
+/- Category | -2.62 | 0.69 | -2.95 | 1.62 | 0.65 | 1.16 | 7.01 | 4.57 |
+/- Category Index | -3.17 | -2.51 | -5.47 | -0.04 | -0.96 | -0.47 | 4.52 | 3.55 |
% Rank in Category | 80 | 46 | 79 | 41 | 52 | 41 | 6 | 4 |
Trailing Returns (GBP) | 15/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.04 | -0.14 | -0.56 |
1 Week | -0.11 | -0.78 | -1.10 |
1 Month | 1.39 | -0.63 | -1.81 |
3 Months | 6.61 | 1.56 | 0.87 |
6 Months | 14.58 | 1.02 | -0.44 |
YTD | 11.77 | 2.66 | 1.09 |
1 Year | 23.83 | 6.03 | 1.40 |
3 Years Annualised | 12.03 | 4.43 | 2.05 |
5 Years Annualised | 11.73 | 2.14 | 0.09 |
10 Years Annualised | 10.09 | 0.49 | -1.74 |
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 | 10.00 | - | - | - |
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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