Multi-Asset Services
Multi-Asset Funds
For those who prefer a single-fund approach, our Multi-Asset Funds provide a focused, flexible structure that distils our highest-conviction ideas.
Key features
1.
Active management across all portfolios
2.
Fund range for a wide variety of risk profiles
3.
Real return investment objectives (CPI+)
4.
Exposure to alternatives and specialist hedging
5.
Competitive total costs
6.
Strategic downside protection
7.
A distilled representation of the equivalent Managed Portfolio Service mandate
These funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. Please note that Waverton and London and Capital have merged to form the W1M Group. However, W1M Investment Management Limited (formerly, Waverton Investment Management Limited) remains the Investment Manager of the Waverton Funds.
Multi-Asset Defensive Fund
Targeting indicative long-term return CPI+2.0%
Morningstar category: GBP Allocation 20-40% Equity
Multi-Asset Cautious Fund
Targeting indicative long-term return CPI+2.5%
Morningstar category: GBP Allocation 20-40% Equity
Multi-Asset Balanced Fund
Targeting indicative long-term return CPI+3.0%
Morningstar category: GBP Allocation 40-60% Equity
Multi-Asset Growth Fund
Targeting indicative long-term return CPI+3.5%
Morningstar category: Mixed Investment 40-85% Shares
Multi-Asset Income Fund
Targeting indicative long-term return CPI+2.5%
Morningstar category: GBP Allocation 40-60% Equity
Insights
The latest insights on multi-asset investing
Market Perspectives July 2024
Asset Backed Securities – The Final Frontier of Investment Jargon
Financial Advisers
MPS or Multi-Asset Funds?
Asset Allocation now overweight fixed income
Financial Advisers
Why invest in a Managed Portfolio Service?
The benefits of a cohesive multi-asset investment strategy
Get in touch
Speak to a member of the W1M team
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