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Investments

Group performance summary / Waverton Investment Management

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Waverton Investment Management
    18 funds
    Rank ChartFund Focus Sector BidOffer1m 3m 6m 1y 3y 5y  
    1[+]chartWaverton Absolute Return AMixed AssetIA Specialist10.18
    (GBP)    		-1.00.31.12.66.6n/aadd to basket
    2[+]chartWaverton Asia Pacific A USDEquityIA Asia Pacific Excluding Japan25.06
    (USD)    		-3.4-4.4-7.44.1-0.757.0add to basket
    3[+]chartWaverton European Capital Growth R GBPEquityIA Europe Excluding UK295.92
    (GBP)    		-2.57.86.311.144.7112.2add to basket
    4[+]chartWaverton European Dividend Growth L GBPEquityIA Europe Excluding UK2.65
    (GBP)    		-1.87.75.913.753.4120.6add to basket
    5[+]chartWaverton Global Equity A GBPEquityIA Global34.19
    (GBP)    		-6.0-3.50.74.532.197.2add to basket
    6[+]chartWaverton Global Strategic Bond A USDFixed InterestIA Global Mixed Bond8.11
    (USD)    		-1.3-1.62.33.68.916.4add to basket
    7[+]chartWaverton Multi-Asset Balanced A Stg Dis GBPMixed AssetIA Mixed Investment 40-85% Shares10.89
    (GBP)    		-2.9-1.5-0.43.3n/an/aadd to basket
    8[+]chartWaverton Multi-Asset Cautious A Stg Dis GBPMixed AssetIA Mixed Investment 20-60% Shares10.78
    (GBP)    		-2.1-0.9-0.63.1n/an/aadd to basket
    9[+]chartWaverton Multi-Asset Defensive A Stg Dis GBPMixed AssetIA Mixed Investment 20-60% Shares10.70
    (GBP)    		-2.2-1.2-1.52.1n/an/aadd to basket
    10[+]chartWaverton Multi-Asset Growth (€ Denominated) A Dis EURMixed AssetIA Flexible Investment9.16
    (EUR)    		-4.2n/an/an/an/an/aadd to basket
    11[+]chartWaverton Multi-Asset Growth A GBPMixed AssetIA Mixed Investment 40-85% Shares12.00
    (GBP)    		-5.0-2.4-0.73.018.3n/aadd to basket
    12[+]chartWaverton Multi-Asset Income P GBPMixed AssetIA Mixed Investment 20-60% Shares12.46
    (GBP)    		-2.3-0.7-1.24.28.542.9add to basket
    13[+]chartWaverton Real Assets A distMixed AssetIA Specialist8.67
    (GBP)    		1.61.50.210.7-6.434.6add to basket
    14[+]chartWaverton Sterling Bond A GBPFixed InterestIA Sterling Strategic Bond8.23
    (GBP)    		-0.21.2-1.51.3-5.3-4.2add to basket
    15[+]chartWaverton Strategic Equity A GBPEquityIA Global28.62
    (GBP)    		-5.6-4.7-3.21.816.076.3add to basket
    16[+]chartWaverton UK A GBPEquityIA UK All Companies14.34
    (GBP)    		-5.8-1.5-2.61.713.564.8add to basket
    17[+]chartWS Waverton Absolute Return II B IncMixed AssetIA Specialist99.23-1.10.81.41.46.49.9add to basket
    18[+]chartWS Waverton Portfolio BMixed AssetIA Mixed Investment 40-85% Shares275.52-5.9-3.5-1.43.218.461.5add to basket
    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.
    Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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