LSE - Delayed Quote GBP

WS Verbatim Portfolio 3 B Acc (0P0000N7B3.L)

1.8349
+0.0032
+(0.17%)
At close: January 23 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.56%
5y Average Return 1.78%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Jan 23, 2025) 11.26%
Worst 1Y Total Return (Jan 23, 2025) --
Best 3Y Total Return 11.26%
Worst 3Y Total Return -0.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000N7B3.L
Category
YTD
4.98%
0.00%
1-Month
-0.74%
0.00%
3-Month
-0.33%
0.00%
1-Year
4.98%
0.00%
3-Year
0.20%
0.00%
5-Year
1.72%
0.00%
10-Year
3.19%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000N7B3.L
Category
2024
4.98%
--
2023
5.62%
--
2022
-9.26%
--
2021
4.61%
--
2020
3.45%
--
2019
8.66%
--
2018
-3.48%
--
2017
6.20%
--

2016
11.26%
--
2015
1.46%
--
2014
7.57%
--
2013
6.43%
--
2012
8.38%
--
2011
4.40%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.75% 0.71% 2.78% -0.33%
2023 1.61% -0.47% -0.21% 4.66%
2022 -3.93% -4.93% -2.52% 1.91%
2021 -0.80% 2.94% 1.25% 1.18%
2020 -7.39% 6.57% 0.54% 4.26%
2019 4.30% 2.20% 2.27% -0.32%
2018 -2.34% 2.06% 0.02% -3.17%
2017 2.31% 1.04% -0.21% 2.95%
2016 1.78% 3.05% 5.13% 0.91%
2015 3.09% -2.11% -1.36% 1.92%

2014 1.49% 1.30% 1.59% 3.00%
2013 4.39% -0.84% 1.11% 1.69%
2012 2.61% 1.11% 2.93% 1.50%
2011 0.62% 1.68% -0.43% 2.48%
2010 -0.07% 3.37% -0.05% --

Rank in Category (By Total Return)

YTD 49
1-Month 27
3-Month 55
1-Year 49
3-Year 46
5-Year 40

Load Adjusted Returns

1-Year -0.27%
3-Year -1.49%
5-Year 0.68%
10-Year 2.66%

Performance & Risk

YTD Return 1.56%
5y Average Return 1.78%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tatton Investment Management Limited
Net Assets 20.17M
YTD Return 4.98%
Yield 1.11%
Morningstar Rating
Inception Date Feb 26, 2010

Fund Summary

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