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The Milne Fund (0P0000K7UT.L)

2.6050
+0.0330
+(1.28%)
At close: April 30 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -3.34%
5y Average Return 9.00%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 15.40%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 15.40%
Worst 3Y Total Return 2.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000K7UT.L
Category
YTD
-0.13%
0.00%
1-Month
-3.64%
0.00%
3-Month
-0.13%
0.00%
1-Year
5.28%
0.00%
3-Year
7.99%
0.00%
5-Year
11.37%
0.00%
10-Year
6.90%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000K7UT.L
Category
2025
--
--
2024
13.37%
--
2023
14.65%
--
2022
-4.41%
--
2021
15.40%
--
2020
7.39%
--
2019
14.75%
--
2018
-5.01%
--

2017
6.80%
--
2016
13.65%
--
2015
2.06%
--
2014
6.01%
--
2013
7.00%
--
2012
4.33%
--
2011
-1.73%
--
2010
4.57%
--
2009
0.43%
--
2008
-2.50%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.13% -- -- --
2024 7.53% 2.24% 1.41% 1.69%
2023 4.03% 1.74% 1.61% 6.59%
2022 -1.47% -6.10% 0.49% 2.81%
2021 0.75% 6.76% 2.89% 4.27%
2020 -10.24% 13.64% 1.73% 3.50%
2019 5.27% 4.68% 2.04% 2.05%
2018 -4.09% 4.44% 0.95% -6.06%
2017 3.54% 1.36% -1.02% 2.81%
2016 -1.48% 3.29% 8.20% 3.22%

2015 6.56% -0.59% -8.47% 5.25%
2014 0.18% 2.26% 1.43% 2.02%
2013 6.82% -4.31% 3.69% 0.96%
2012 3.72% -2.66% 2.04% 1.26%
2011 -0.80% 0.86% -2.60% 0.83%
2010 2.91% -0.26% 0.63% 1.24%
2009 -0.23% -4.60% 3.10% 2.34%
2008 -6.14% 0.08% -0.73% 4.55%
2007 2.43% -2.09% -2.94% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 0.02%
3-Year 6.15%
5-Year 10.23%
10-Year 6.35%

Performance & Risk

YTD Return -3.34%
5y Average Return 9.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Waverton Investment Management Ltd
Net Assets 32.17M
YTD Return -0.13%
Yield 0.94%
Morningstar Rating
Inception Date Nov 09, 2004

Fund Summary

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