W1M Waverton MPS

The Active portfolios are constructed to seek the optimum balance between risk and reward for each risk category.

In seeking consistent, less volatile returns when compared to the market, the portfolios invest in a diversified range of assets which includes global equities, fixed income and alternative assets.  These asset classes are blended so that the portfolio participates in some of the upside in rising equity markets, but also aims to limit some of the downside when markets are falling.

Portfolios are then populated using a broad range of third party collective investment schemes.  By holding even a small selection of funds within their portfolio a client can efficiently diversify their investments which can help to reduce risk and increase liquidity.  The range of investments that the portfolio will hold include OEICs, Unit trusts, ETFs, Hedge Fund strategies, Investment trusts, and Sterling cash and other currencies

Investment markets are dynamic and W1M believe an active approach to investing is important.  This means that portfolios are constantly reviewed and, where necessary, tactically adjusted to ensure that the blend of assets and underlying holdings are appropriate for the current market conditions.

W1M Investment Management Limited is in the same group as W1M Wealth Planning LLP. Where W1M act as your discretionary investment manager, either on a model portfolio or bespoke basis, assets will be selected from the whole of the market and not only those managed within the W1M group. Our Conflicts of Interest Policy is available on request for further information.