W1M Funds: A decade of consistency for advisers and clients
Consistency is one of the most valuable qualities when selecting multi-asset solutions, particularly for advisers seeking reliable outcomes across changing market conditions.
Two recent Trustnet studies examining annual returns over the past decade have highlighted the strength of the W1M multi-asset offering, with both the WS Waverton Portfolio Fund (also known as the Multi-Asset Growth Fund) and WS Waverton Multi-Asset Income Fund recognised among the most consistent performers in their respective sectors.
In Trustnet's analysis of the IA Mixed Investment 40 - 85% Shares sector, the Portfolio Fund was one of just seven funds to outperform its sector average in every calendar year over the past decade, demonstrating a remarkable level of consistency alongside strong long-term returns. The Fund had the strongest 10-year return of all funds in the table, gaining 148.6% over the assessed period, placing the Fund in the top three in the sector.
The Multi-Asset Income Fund was identified as one of the most consistent funds in the IA Mixed Investment 20-60% Shares sector, reflecting W1M's disciplined approach to asset allocation, risk management and income generation through different market environments.
For advisers, these independent assessments reinforce the value of an investment process focused not only on delivering attractive long-term returns, but also on doing so consistently through market cycles. The Multi-Asset Defensive, Cautious and Balanced Funds launched in November 2023, completing our Multi-Asset Fund range. The funds will mark their third anniversary this year. To find out more, please contact your Business Development Manager or email advisersolutions@w1m.com
Read the full Trustnet articles here:
The most consistent cautious multi-asset funds over the past decade | Trustnet
The most consistent balanced multi-asset funds over a decade | Trustnet
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.
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