Waverton European Capital Growth Fund R GBP IncRegister 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 | 15.28 | -7.68 | 13.19 | 10.50 | 13.91 | -1.41 | 18.05 | 8.97 |
+/- Category | -1.65 | 4.07 | -6.07 | 1.13 | -1.50 | 7.33 | 4.52 | 3.39 |
+/- Category Index | - | - | - | 2.60 | -3.31 | 6.06 | 3.06 | 2.42 |
% Rank in Category | 70 | 13 | 89 | 30 | 73 | 14 | 13 | 11 |
Trailing Returns (GBP) | 12/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | -0.74 | 0.54 |
1 Week | -0.17 | -0.43 | -1.79 |
1 Month | -2.55 | 0.18 | 1.24 |
3 Months | -4.28 | -0.24 | 0.41 |
6 Months | 7.17 | 4.46 | 4.36 |
YTD | 5.92 | 2.72 | 1.80 |
1 Year | 13.89 | 5.69 | 3.84 |
3 Years Annualised | 8.45 | 5.24 | 4.28 |
5 Years Annualised | 9.47 | 2.65 | 2.09 |
10 Years Annualised* | 10.11 | 1.47 | 1.75 |
Category: Europe ex-UK Equity | |||
Category Index: Morningstar DM Eur xUK TME NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.55 | 1.15 | - | - |
2023 | 9.82 | 0.35 | -0.24 | 7.38 |
2022 | -6.24 | -5.71 | -0.61 | 12.22 |
2021 | 3.68 | 4.66 | -0.58 | 5.59 |
2020 | -17.93 | 18.66 | 3.72 | 9.41 |
2019 | 7.35* | 4.04 | 0.41 | 0.93 |
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