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
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds. Please note that Waverton and London and Capital have merged to form the W1M Group. W1M Wealth Management Limited is now the Investment Manager of the Waverton Funds. The Management Company of Waverton Investment Funds PLC is FundRock Management Company (Ireland) Limited.
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
Get in touch
Speak to a member of the W1M team
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