Waverton Multi-Asset Income Fund P Stg£Register 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 | 4.74 | -3.33 | 12.47 | 9.77 | 12.03 | -7.75 | 8.30 | 3.41 |
+/- Category | -2.71 | 2.15 | 0.06 | 5.69 | 3.96 | 2.70 | 0.76 | 1.53 |
+/- Category Index | - | - | - | 4.48 | 4.03 | 1.50 | -0.97 | 1.23 |
% Rank in Category | 88 | 13 | 47 | 9 | 8 | 23 | 37 | 11 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.19 | 0.10 |
1 Week | 0.79 | 0.30 | 0.27 |
1 Month | 0.79 | 1.30 | 0.67 |
3 Months | 3.44 | 1.36 | 0.48 |
6 Months | 8.43 | 0.33 | -0.61 |
YTD | 3.74 | 1.86 | 0.57 |
1 Year | 9.39 | 2.70 | 0.19 |
3 Years Annualised | 3.59 | 2.83 | 1.11 |
5 Years Annualised | 6.15 | 3.31 | 1.96 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.34 | - | - | - |
2023 | 2.50 | 0.12 | -0.29 | 5.83 |
2022 | -0.96 | -5.80 | -3.25 | 2.19 |
2021 | 1.88 | 5.17 | 2.82 | 1.70 |
2020 | -6.93 | 9.39 | 0.94 | 6.82 |
2019 | 5.44 | 3.64 | 2.81 | 0.11 |
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