WAY Global Balanced Portfolio Fundt E IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.29 | -6.17 | 10.89 | 8.51 | 8.27 | -10.22 | 5.76 | 4.85 |
+/- Category | -0.16 | -0.68 | -1.52 | 4.43 | 0.21 | 0.23 | -1.77 | 0.82 |
+/- Category Index | - | - | - | 3.22 | 0.28 | -0.97 | -3.50 | -0.10 |
% Rank in Category | 50 | 68 | 73 | 14 | 47 | 53 | 75 | 31 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.05 | -0.20 | 0.03 |
1 Week | 0.26 | -0.26 | -0.02 |
1 Month | 1.21 | -0.22 | 0.33 |
3 Months | 2.28 | -0.59 | -1.15 |
6 Months | 6.39 | 0.64 | -0.08 |
YTD | 5.64 | 0.79 | -0.12 |
1 Year | 10.30 | -0.13 | -1.88 |
3 Years Annualised | 0.72 | -0.41 | -1.96 |
5 Years Annualised | 3.77 | 0.80 | -0.14 |
10 Years Annualised | 4.52 | 0.46 | -1.04 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.47 | 1.33 | - | - |
2023 | 1.68 | -0.37 | -0.76 | 5.19 |
2022 | -4.61 | -5.69 | -1.54 | 1.36 |
2021 | 1.89 | 4.11 | 0.94 | 1.12 |
2020 | -12.87 | 12.89 | 2.93 | 7.18 |
2019 | 3.47 | 3.73 | 1.51 | 1.78 |
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