Waverton UK A GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 3.29 | -17.51 | 25.71 | -9.63 | 15.02 | 1.43 | 8.47 | 6.70 |
+/- Category | -8.34 | -7.70 | 6.36 | -0.53 | -2.95 | 3.51 | 0.26 | -3.47 |
+/- Category Index | - | - | - | - | - | - | 0.84 | -4.01 |
% Rank in Category | 99 | 100 | 6 | 44 | 75 | 29 | 34 | 93 |
Trailing Returns (GBP) | 26/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | 0.08 | 0.13 |
1 Week | 0.52 | 0.54 | 0.73 |
1 Month | 1.50 | 0.41 | 0.41 |
3 Months | 0.52 | -1.24 | -1.00 |
6 Months | 6.35 | -4.45 | -5.19 |
YTD | 6.43 | -4.27 | -4.40 |
1 Year | 12.25 | -5.41 | -6.14 |
3 Years Annualised | 5.78 | -0.88 | -1.88 |
5 Years Annualised | 5.90 | -0.54 | -0.58 |
10 Years Annualised | 4.09 | -1.29 | -1.72 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.05 | 0.48 | - | - |
2023 | 2.68 | 1.58 | 0.84 | 3.13 |
2022 | 0.22 | -3.81 | -2.64 | 8.08 |
2021 | 3.63 | 5.31 | 2.33 | 3.00 |
2020 | -24.82 | 10.05 | -2.97 | 12.57 |
2019 | 13.15 | 3.08 | 2.58 | 5.07 |
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