WAY Global Balanced Portfolio Fund AccRegister 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 | 6.10 | -7.11 | 9.79 | 7.44 | 7.19 | -11.11 | 4.72 | 4.33 |
+/- Category | -1.35 | -1.63 | -2.63 | 3.35 | -0.88 | -0.66 | -2.81 | 0.30 |
+/- Category Index | - | - | - | 2.15 | -0.81 | -1.86 | -4.55 | -0.62 |
% Rank in Category | 73 | 82 | 83 | 21 | 61 | 65 | 86 | 44 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.05 | -0.20 | 0.02 |
1 Week | 0.24 | -0.28 | -0.05 |
1 Month | 1.12 | -0.31 | 0.24 |
3 Months | 2.03 | -0.85 | -1.41 |
6 Months | 5.85 | 0.11 | -0.61 |
YTD | 5.07 | 0.22 | -0.69 |
1 Year | 9.20 | -1.23 | -2.98 |
3 Years Annualised | -0.29 | -1.42 | -2.96 |
5 Years Annualised | 2.74 | -0.24 | -1.17 |
10 Years Annualised | 3.48 | -0.57 | -2.08 |
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 | 3.21 | 1.08 | - | - |
2023 | 1.43 | -0.62 | -1.00 | 4.93 |
2022 | -4.84 | -5.92 | -1.79 | 1.11 |
2021 | 1.63 | 3.86 | 0.69 | 0.86 |
2020 | -13.09 | 12.61 | 2.67 | 6.92 |
2019 | 3.22 | 3.47 | 1.26 | 1.52 |
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