Multi-Asset

Multi-Asset Fund Range - June 2025 Update

9 Jul 2025|4.5 min read
Gabrielle Park, CFA
Multi-Asset Analyst

In this video, Gabrielle Park, Multi-Asset Analyst, recaps Q2 2025 performance for the W1M's Waverton Multi-Asset Funds.

Markets were unsettled in April following tariff announcements, but sentiment improved as the US softened its stance, helping equities rally to record highs.
Against this backdrop, the Growth Fund returned 3.1%, while Balanced, Cautious, and Defensive each gained 3.2%, all outperforming their ARC benchmarks.
Equities were the main driver of returns in the Growth, Balanced, and Cautious funds, while Alternatives led in Defensive. The Hedging allocation was also strong, with the Protection Strategy ending the quarter +15%.
Despite ongoing trade and geopolitical risks, economic growth has remained stable.
The team continues to take a balanced and diversified approach, with a neutral asset allocation as we enter the second half of the year.

Watch the full update for more details.

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