Products |
| Capital Return | Historical Simulation | ||||||
| 1M | 3M | 1 year | 3 year | Since Inception | 10 year | 15 year | |
| GWA Developed World | -10.03% | -4.50% | 13.16% | -23.33% | 4.01% | 3.83% | 7.68% |
| FTSE Developed World | -9.68% | -3.82% | 14.12% | -24.65% | 3.21% | 0.81% | 5.53% |
| Relative | -0.35% | -0.68% | -0.95% | 1.32% | 0.81% | 3.01% | 2.16% |
| GWA Developed ex US | -11.65% | -7.28% | 6.70% | -27.93% | 8.39% | 5.06% | 7.32% |
| FTSE Developed ex US | -11.13% | -6.28% | 8.23% | -30.32% | 6.18% | 2.35% | 4.74% |
| Relative | -0.52% | -1.00% | -1.53% | 2.39% | 2.21% | 2.71% | 2.59% |
| GWA US | -8.07% | -1.05% | 21.66% | -17.81% | -1.64% | 2.29% | 8.52% |
| FTSE US | -8.12% | -1.11% | 21.05% | -17.88% | 0.92% | -0.38% | 7.06% |
| Relative | 0.05% | 0.06% | 0.62% | 0.07% | -2.56% | 2.67% | 1.45% |
| GWA Australia | -16.84% | -10.35% | 28.78% | -22.32% | 9.70% | 14.76% | 13.62% |
| FTSE Australia | -16.58% | -10.09% | 27.08% | -24.09% | 12.19% | 14.24% | 12.09% |
| Relative | -0.26% | -0.26% | 1.70% | 1.77% | -2.49% | 0.52% | 1.54% |
| GWA Japan | -7.50% | -2.97% | 5.38% | -21.11% | -6.66% | 0.48% | 1.27% |
| FTSE Japan | -8.05% | -3.44% | 4.36% | -26.15% | -14.86% | -2.44% | -1.30% |
| Relative | 0.55% | 0.47% | 1.02% | 5.04% | 8.21% | 2.92% | 2.57% |
| GWA Emerging | -8.32% | 0.07% | 24.10% | -13.00% | -10.84% | n/a | n/a |
| FTSE Emerging | -8.07% | 0.28% | 23.99% | -17.34% | -17.69% | n/a | n/a |
| Relative | -0.25% | -0.21% | 0.11% | 4.35% | 6.84% | n/a | n/a |
| GWA UK (All Share) | -11.58% | -6.11% | 8.46% | -27.31% | -5.11% | 4.02% | 7.51% |
| FTSE UK (All Share) | -10.99% | -5.78% | 10.78% | -31.00% | -2.78% | 2.04% | 6.29% |
| Relative | -0.60% | -0.32% | -2.32% | 3.68% | -2.33% | 1.98% | 1.22% |
| Custom Portfolios | ||
GWA can customize a wealth weighted portfolio to meet client requirements. Some examples of a customized portfolio would be: sector, small-cap, green, socially responsible, GWA-on-value and GWA-on-growth. Contact us for more information on how we can tailor a product to suit your needs. |
