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Waverton Global Equity A GBP

Ranked 490 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Katrina Norris

Objective

The investment objective of the fund is to achieve returns in excess of the FTSE World Equity Index through investment in a focused selection of equities on a global basis.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.0% -4.1% 5.6% 8.1% -14.1%
2017 9.9% 2.5% 1.5% 1.2% 4.5%
2016 30.7% 4.0% 7.1% 10.2% 6.5%
2015 -5.5% 2.7% -7.3% -5.2% 4.7%
2014 12.3% 3.5% 1.7% -0.2% 6.9%
2013 24.0% 14.8% 0.5% 2.3% 5.0%
2012 7.9% 11.1% -4.6% 1.5% 0.4%
2011 -8.9% 0.0% 2.8% -19.2% 9.6%
2010 14.3% 5.9% -10.1% 9.3% 9.8%
2009 24.9% -6.7% 8.5% 20.0% 2.9%
2008 -31.5% -12.0% 0.1% -12.0% -11.7%
2007 18.7% 3.7% 4.4% 6.0% 3.4%
2006 4.5% 6.1% -8.0% 1.1% 5.9%
2005 28.2% 4.0% 5.3% 9.9% 6.5%
2004 5.3% -1.8% 2.8% -0.3% 4.6%
2003 12.4% -3.7% 5.1% 3.2% 7.6%
2002 -15.7% 1.4% -5.6% -8.7% -3.5%
2001 -11.4% -7.8% 1.5% -11.4% 6.9%
2000 18.7% 33.7% -6.1% 0.4% -5.9%
1999 6.7% -0.8% 31.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 3.86%
Microsoft Corp ORD 3.65%
Becton Dickinson and Co ORD 3.51%
KDDI Corp ORD 3.43%
JPMorgan Chase & Co ORD 3.39%
Koninklijke Philips NV ORD 3.33%
Diageo PLC ORD 3.32%
Honeywell International Inc ORD 3.31%
Novo Nordisk A/S ORD 3.26%
Novartis AG ORD 3.26%
31/01/2019

Registered For Sale In

  1. Germany
  2. Ireland
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/03/2007
  • Share Class size74Mn
  • Base currencyGBP
  • ISIN IE00B1RMYD64

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

Related News

Waverton replaces departed global equities trio

Waverton has named Katrina Norris and George Palmer as fund managers on its global equity fund.

Royal London hires Waverton global equities trio

Royal London Asset Management has established a global equity team and is aiming to launch a global equities solution in 2017.

Waverton acquires funds boutique

Waverton has swooped on continental European and South East Asian equities specialist 2CG Senhouse.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).