Investments

Waystone Management (UK) Limited

50 funds
Rank		Fund	Focus	Sector	Bid	Offer	1m	3m	6m	1y	3y	5y
1	[+]	DMS Stirling House Balanced Ret Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	161.57		2.0	2.4	2.6	7.1	22.7	-1.9
2	[+]	DMS Stirling House Dynamic Ret Acc	Mixed Asset	IA Flexible Investment	225.17		2.7	3.1	5.5	9.5	31.5	12.5
3	[+]	DMS Stirling House Growth Ret Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	196.05		2.3	2.7	4.2	8.5	27.6	6.1
4	[+]	Packel Global	Mixed Asset	IA Unclassified	297.53		1.3	1.7	3.8	13.1	35.4	26.5
5	[+]	Purisima EAFE Total Return B PCG	Mixed Asset	IA Flexible Investment	316.15		2.2	6.2	4.6	22.2	54.1	48.3
6	[+]	Purisima Global Total Return PCG B	Equity	IA Global	688.49		0.9	1.8	5.6	19.1	71.9	72.8
7	[+]	Purisima UK Total Return B PCG	Equity	IA UK All Companies	279.02		1.9	3.9	4.5	25.6	65.6	65.4
8	[+]	The Abbotsford	Mixed Asset	IA Unclassified	3,514.02		3.8	4.7	10.0	18.9	43.3	39.0
9	[+]	The Arbor	Mixed Asset	IA Unclassified	3,087.76		2.2	3.2	8.1	15.0	48.9	46.6
10	[+]	The Broden	Equity	IA Unclassified	4,974.64		2.3	3.8	10.8	17.6	62.8	72.3
11	[+]	The Circus	Mixed Asset	IA Unclassified	3,925.41		2.2	3.9	9.3	16.4	54.0	57.5
12	[+]	The Davids	Mixed Asset	IA Unclassified	2,995.01		4.1	6.6	7.0	-0.4	9.3	11.7
13	[+]	The Navajo Acc	Mixed Asset	IA Unclassified	6,905.64		2.3	2.8	9.6	16.0	49.5	45.0
14	[+]	WS Adam Worldwide Acc	Equity	IA Global	1,681.21	1,686.67	2.5	4.1	5.3	14.3	36.7	31.0
15	[+]	WS AVI Worldwide Opportunities B GBP	Mixed Asset	IA Flexible Investment	718.96		1.7	3.7	7.7	10.2	37.2	26.6
16	[+]	WS Bentley Global Growth	Equity	IA Flexible Investment	244.49		1.4	2.6	6.4	18.0	57.4	36.4
17	[+]	WS Bentley Sterling Balanced	Mixed Asset	IA Flexible Investment	224.68		1.4	2.0	2.4	11.9	36.4	19.5
18	[+]	WS Bentley Sterling Income Inc	Fixed Interest	IA Specialist Bond	71.72		0.3	1.0	0.0	2.9	13.9	0.3
19	[+]	WS Bentley US Dollar Balanced	Mixed Asset	IA Specialist	1.82 (USD)		0.0	0.9	2.7	10.6	32.7	22.4
20	[+]	WS Brooks Macdonald Alternatives A Acc	Mixed Asset	IA Unclassified	101.80		2.6	n/a	n/a	n/a	n/a	n/a
21	[+]	WS Brooks Macdonald Global Equity A Acc	Equity	IA Unclassified	101.69		2.7	n/a	n/a	n/a	n/a	n/a
22	[+]	WS Brooks Macdonald Global Fixed Income A Acc	Fixed Interest	IA Unclassified	99.55		0.2	n/a	n/a	n/a	n/a	n/a
23	[+]	WS CISA Adventurous A Retail AccGBX	Mixed Asset	IA Global	136.13		1.6	3.0	7.9	16.0	39.9	n/a
24	[+]	WS CISA Conservative A Retail AGBX	Mixed Asset	IA Mixed Investment 0-35% Shares	106.03		0.8	1.1	1.2	6.6	19.7	n/a
25	[+]	WS CISA Growth A Retail AGBX	Mixed Asset	IA Mixed Investment 20-60% Shares	122.59		1.3	2.0	4.1	12.0	31.5	n/a
26	[+]	WS Greenmount	Mixed Asset	IA Unclassified	310.22	334.08	4.1	3.7	9.5	15.9	37.7	34.0
27	[+]	WS IM Balanced Portfolio A Inc	Mixed Asset	IA Mixed Investment 20-60% Shares	125.98		0.2	1.2	1.9	10.2	33.4	16.2
28	[+]	WS IM Global Strategy A	Mixed Asset	IA Flexible Investment	386.88		0.5	1.9	4.2	17.1	48.5	38.7
29	[+]	WS Lightman European R Acc	Equity	IA Europe Excluding UK	220.54		2.9	1.9	0.2	21.2	56.0	78.6
30	[+]	WS New Villture Acc	Mixed Asset	IA Unclassified	133.81	143.98	1.6	4.0	2.3	4.3	26.2	19.1
31	[+]	WS Nomura Global Infrastructure Securities B Acc	Equity	IA Infrastructure	402.98		-1.3	-1.0	-1.6	11.6	43.0	61.1
32	[+]	WS PE Managed Inc	Mixed Asset	IA Unclassified	1,687.13		3.0	4.6	7.5	15.7	31.3	25.7
33	[+]	WS Protea Absolute Return L Acc GBP	Mixed Asset	IA Unclassified	110.70		n/a	-0.5	-3.1	n/a	n/a	n/a
34	[+]	WS Raynar UK Smaller Companies A Acc	Equity	IA UK Smaller Companies	131.05		3.7	6.0	3.9	13.4	n/a	n/a
35	[+]	WS Resilient MM Balanced Managed X	Mixed Asset	IA Mixed Investment 40-85% Shares	257.35		3.6	3.3	6.8	21.2	47.1	27.1
36	[+]	WS Ruffer Absolute Return C Acc	Mixed Asset	IA Unclassified	291.85		1.5	1.1	-1.3	5.5	12.6	11.4
37	[+]	WS Ruffer Diversified Return I Acc	Mixed Asset	IA Targeted Absolute Return	113.84		2.4	1.7	-1.1	5.9	15.6	n/a
38	[+]	WS Ruffer Equity & General C Acc	Mixed Asset	IA Flexible Investment	724.35		2.9	2.3	-2.6	7.0	26.5	25.7
39	[+]	WS Ruffer Gold C Acc	Commodity/Energy	IA Specialist	922.98		14.6	4.6	-6.5	87.5	315.4	277.6
40	[+]	WS Ruffer Total Return C Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	596.60		1.4	1.1	-1.5	5.3	13.1	10.4
41	[+]	WS Sequel Balanced Target Return Strategy Retail	Mixed Asset	IA Mixed Investment 40-85% Shares	201.99		1.9	2.6	3.4	13.5	40.6	29.3
42	[+]	WS Sequel Cautious Target Return Strategy Retail	Mixed Asset	IA Unclassified	174.04		0.8	1.6	1.6	10.5	31.4	19.8
43	[+]	WS Sequel Growth Target Return Strategy Retail	Mixed Asset	IA Flexible Investment	213.24		2.3	2.8	4.6	16.5	44.2	29.2
44	[+]	WS Sequel Real Assets Diversified Retail	Mixed Asset	IA Mixed Investment 20-60% Shares	113.96		2.6	0.9	3.4	21.5	32.4	24.8
45	[+]	WS Sequel World Equity Inst Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	134.44		2.0	1.4	2.0	12.3	40.4	n/a
46	[+]	WS Stewart Ivory Investment Markets Acc	Equity	IA Flexible Investment	2,036.27	2,040.37	2.8	3.5	6.5	18.5	43.6	26.4
47	[+]	WS Waverton Charity Growth & Income Standard Acc	Equity	IA Mixed Investment 40-85% Shares	186.09		2.5	3.1	5.5	15.2	50.9	48.7
48	[+]	WS WS Aoris Global Equity A Acc GBP	Equity	IA Unclassified	105.68		3.9	n/a	n/a	n/a	n/a	n/a
49	[+]	WS WS Thames Absolute Return Fund M Cap	Mixed Asset	IA Unclassified	113.54 (EUR)		2.4	0.3	-3.3	n/a	n/a	n/a
50	[+]	WS Zennor Japan Equity Income B Acc	Equity	IA Japan	179.84		6.1	3.3	2.6	19.2	81.6	n/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

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