Waverton Global Equity B USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 10.56 | -5.58 | 16.76 | 12.79 | 19.25 | -7.73 | 20.37 | 10.65 |
+/- Category | -2.01 | 1.14 | -2.27 | 2.20 | 1.20 | 1.62 | 7.61 | 3.20 |
+/- Category Index | -2.56 | -2.07 | -4.80 | 0.54 | -0.41 | -0.01 | 5.12 | 1.66 |
% Rank in Category | 74 | 42 | 74 | 34 | 48 | 34 | 5 | 13 |
Trailing Returns (GBP) | 11/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.24 | 0.23 |
1 Week | 1.44 | 0.57 | 0.04 |
1 Month | -0.86 | -0.42 | -0.98 |
3 Months | 5.12 | 1.81 | 0.45 |
6 Months | 14.29 | 2.80 | 1.36 |
YTD | 11.91 | 3.36 | 1.51 |
1 Year | 23.21 | 6.87 | 3.43 |
3 Years Annualised | 11.16 | 4.34 | 2.24 |
5 Years Annualised | 11.45 | 2.51 | 0.49 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
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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