Waverton UK B GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2016 |
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Annual Returns (GBP) | 31/05/2016 | |||||||
2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 31/05 | |
Price Return | 32.78 | 14.98 | -8.03 | 7.25 | 26.84 | 0.22 | 5.30 | -1.64 |
+/- Category | 4.41 | -0.85 | -2.71 | -6.30 | 3.26 | -0.78 | 2.87 | - |
+/- Category Index | - | - | - | - | - | - | - | - |
% Rank in Category | 18 | 51 | 80 | 97 | 24 | 63 | 20 | 86 |
Trailing Returns (GBP) | 16/06/2016 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.72 | -0.77 | -0.72 |
1 Week | -5.16 | -5.14 | -4.95 |
1 Month | -2.28 | -3.37 | -3.38 |
3 Months | -3.60 | -5.36 | -5.12 |
6 Months | -5.62 | -16.42 | -17.16 |
YTD | -7.66 | -18.35 | -18.48 |
1 Year | -7.70 | -25.36 | -26.09 |
3 Years Annualised | 3.73 | -2.92 | -3.92 |
5 Years Annualised | 5.43 | -1.01 | -1.05 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/05/2016 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2016 | -3.54 | - | - | - |
2015 | 3.35 | 0.67 | -4.14 | 5.57 |
2014 | -1.15 | -0.54 | -2.84 | 4.91 |
2013 | 9.07 | 1.12 | 8.54 | 5.96 |
2012 | 6.75 | -6.61 | 4.35 | 3.09 |
2011 | -0.17 | 0.25 | -16.92 | 10.62 |
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