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Waverton Equity A GBP

Ranked 250 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John Bellamy

John Bellamy has over 15 years of experience with private clients, trusts and charities. He is currently a director at Waverton where he runs equity and mixed asset strategies using a pragmatic approach to investing. Prior to joining Waverton, John worked at Credit Suisse, and holds the Securities Industry Diploma.

Luke Hyde-Smith

Steven Iffland

Objective

The investment objective of Waverton Equity Fund is to achieve capital growth and income through investment of up to 100% of its Net Asset Value in international equities either by way of direct investment or through the use of collective investment schemes to provide exposure to the underlying asset class.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 250/694 Total Return
  • Rank 313/694 Standard Deviation
  • Rank 209/694 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
2017 13.5% 6.0% 1.5% 0.7% 4.8%
2016 13.6% -2.5% 4.8% 7.9% 3.1%
2015 2.0% 8.6% -3.9% -9.6% 8.2%
2014 6.8% -1.0% 1.6% 1.9% 4.2%
2013 21.1% 12.4% 0.0% 2.8% 4.8%
2012 10.5% 7.1% -5.8% 6.3% 3.1%
2011 -8.0% 0.3% -0.5% -10.4% 2.9%
2010 -9.8% 9.4% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN IE00B5BCBB77

Purchase Info

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

Charges

  • Annual management1.00%

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