Waverton Multi-Asset Income Fund B Stg£Register 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 | 4.28 | -3.65 | 12.15 | 9.38 | 11.65 | -8.09 | 7.92 | 6.97 |
+/- Category | -3.17 | 1.84 | -0.26 | 5.30 | 3.58 | 2.37 | 0.39 | 1.10 |
+/- Category Index | - | - | - | 4.09 | 3.65 | 1.17 | -1.35 | -0.01 |
% Rank in Category | 91 | 18 | 52 | 10 | 11 | 25 | 43 | 23 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | 0.40 | 0.28 |
1 Week | 0.41 | 0.15 | 0.56 |
1 Month | 1.23 | 0.25 | 0.68 |
3 Months | 3.11 | 0.42 | 1.17 |
6 Months | 4.52 | 0.52 | 0.58 |
YTD | 7.75 | 1.11 | 0.49 |
1 Year | 13.25 | 0.65 | 0.08 |
3 Years Annualised | 2.72 | 1.30 | -0.06 |
5 Years Annualised | 5.49 | 2.30 | 1.52 |
10 Years Annualised | - | - | - |
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 | 3.18 | 1.21 | - | - |
2023 | 2.38 | 0.00 | -0.33 | 5.75 |
2022 | -1.09 | -5.86 | -3.38 | 2.16 |
2021 | 1.74 | 5.01 | 2.80 | 1.64 |
2020 | -7.12 | 9.42 | 0.77 | 6.81 |
2019 | 5.34 | 3.51 | 2.76 | 0.09 |
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