Stuttgart - Delayed Quote GBp

True Potential Waverton Income Acc (0P0001OI1O.L)

105.07 +0.01 (+0.01%)
As of November 27 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.76%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Nov 27, 2024) 6.27%
Worst 1Y Total Return (Nov 27, 2024) --
Best 3Y Total Return 6.27%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001OI1O.L
Category
YTD
5.98%
0.00%
1-Month
-0.41%
0.00%
3-Month
1.23%
0.00%
1-Year
12.46%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001OI1O.L
Category
2024
--
--
2023
6.27%
--
2022
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.49% 1.38% 2.43% --
2023 1.78% -0.29% -0.31% 5.04%
2022 -5.35% -3.55% 1.25% --

Rank in Category (By Total Return)

YTD 50
1-Month 42
3-Month 43
1-Year 78
3-Year --
5-Year --

Load Adjusted Returns

1-Year 12.46%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 6.76%
5y Average Return 0.00%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family True Potential Administration LLP
Net Assets 78.03M
YTD Return 5.98%
Yield 3.39%
Morningstar Rating --
Inception Date Feb 16, 2022

Fund Summary

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