Fact sheet: Waverton Global Core Equity

Fund information

Fund name
Waverton Global Core Equity B GBP
Fund company manager
Waverton Investment Management
Fund type
SIB
Fund manager
Peter Rutter
since 07/03/2014
Fund objective
The Fund aims to achieve growth on your investment by investing in a diversified portfolio of companies worldwide which the investment manager believes create wealth at the company level through the efficient allocation of capital. It is intended that the Fund will hold 150-250 positions in companies worldwide, with the number varying from time to time.
Benchmark
MSCI World - Net Return Index
Investment style
Concentrated,Growth
Investment method
Shares

Quick stats

1 Year return

11.99 %

1 Year rank in sector

-

Sector

FO Equity - International

Yield
-
Fund size

£ 10.8 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.51 %-1.17 %11.99 %43.96 %0 %
Sector1.95 %4.68 %14.42 %20.6 %55.76 %
Rank within sector461 / 502432 / 492 / / /
Quartile th4 th4 th th th th

Calendar performance

YTD-20172016201520142013
Fund3.93 %0 %0 %0 %0 %
Sector10.85 %7.94 %0.71 %5.96 %21.26 %
Rank within sector380 / 485 / / / /
Quartile th4 th th th th th

Risk statistics

Alpha10.03
Beta0.71
Sharpe1.09
Volatility10.11
Tracking error8.16
Information ratio0.97
R-Squared0.42

Price movement

52 week high10.8
52 week low9.45
Current bid price0
Current offer price0
Current mid price10.43

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-