Waverton Multi-Asset Income Fund A Stg£Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
|
Annual Returns (GBP) | 31/05/2024 | |||||||
2021 | 2022 | 2023 | 31/05 | |||||
Price Return | 11.39 | -8.30 | 7.63 | 3.39 | ||||
+/- Category | 3.32 | 2.16 | 0.10 | 0.57 | ||||
+/- Category Index | 3.39 | 0.96 | -1.64 | -0.44 | ||||
% Rank in Category | 14 | 27 | 48 | 34 |
Trailing Returns (GBP) | 17/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.01 | 0.02 |
1 Week | -0.37 | -0.50 | -0.94 |
1 Month | -1.29 | -0.59 | -1.38 |
3 Months | 2.00 | 0.10 | -1.08 |
6 Months | 5.38 | 0.72 | -0.51 |
YTD | 3.77 | 0.40 | -1.04 |
1 Year | 9.01 | 0.78 | -1.64 |
3 Years Annualised | 2.34 | 1.45 | -0.27 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.17 | - | - | - |
2023 | 2.36 | 0.00 | -0.47 | 5.64 |
2022 | -1.04 | -6.00 | -3.48 | 2.13 |
2021 | 1.80 | 4.92 | 2.67 | 1.57 |
2020 | - | 9.27 | 0.76 | 6.69 |
|
Advertisement |