Multi-Asset Fund Range - November 2025 Update
In this video, Gabrielle Park, Assistant Fund Manager, recaps November 2025 performance for W1M’s Waverton Multi-Asset Funds.
The month marked two years since the launch of the Balanced, Cautious and Defensive funds, all of which continue to sit in the top quartile versus peers since inception. In November, the funds benefited from their underweight to tech and the Mag 7, but some of the strongest year-to-date performers, including CATL and AMD, saw sharp pullbacks on profit-taking. Alphabet was a bright spot, rallying 13% as it strengthened its AI leadership with the launch of Gemini 3, while AstraZeneca gained 12% amid improving sentiment toward healthcare. Activity over the month focused on rotating profits into more defensive positions, including a new holding, Unilever, backed by a turnaround thesis under its new management team. As we head into year-end, we maintain an overweight to equities and alternatives.
Watch the full update for more details.
Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed.
This material is provided for informational purposes only and does not constitute investment advice or a recommendation. It should not be considered an offer to buy or sell any financial instrument or security. Any investment should be made based on a full understanding of the relevant documentation, including a private placement memorandum or offering documents where applicable. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without prior written permission from W1M Wealth Management Limited.
Copyright © 2025 W1M Wealth Management Limited.
