WAY Global Balanced Portfolio Fund T IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.85 | -6.45 | 10.56 | 8.19 | 7.94 | -10.49 | 5.45 | 5.40 |
+/- Category | -0.60 | -0.97 | -1.86 | 4.11 | -0.12 | -0.03 | -2.08 | -0.47 |
+/- Category Index | - | - | - | 2.90 | -0.05 | -1.23 | -3.82 | -1.58 |
% Rank in Category | 58 | 71 | 77 | 16 | 51 | 57 | 78 | 60 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.01 | -0.10 |
1 Week | 0.22 | 0.06 | 0.38 |
1 Month | 0.12 | -0.68 | -0.42 |
3 Months | 0.79 | -1.55 | -1.15 |
6 Months | 2.26 | -1.64 | -1.68 |
YTD | 5.63 | -0.81 | -1.63 |
1 Year | 10.46 | -1.65 | -2.71 |
3 Years Annualised | -0.01 | -1.31 | -2.79 |
5 Years Annualised | 3.47 | 0.25 | -0.50 |
10 Years Annualised | 4.18 | 0.06 | -1.34 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.40 | 1.26 | - | - |
2023 | 1.61 | -0.45 | -0.83 | 5.11 |
2022 | -4.68 | -5.76 | -1.62 | 1.28 |
2021 | 1.81 | 4.04 | 0.87 | 1.03 |
2020 | -12.94 | 12.81 | 2.85 | 7.11 |
2019 | 3.40 | 3.65 | 1.43 | 1.70 |
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