W1M's Waverton European Dividend Growth Fund Receives RSMR Active Fund Rating

We are thrilled to share that the Waverton European Dividend Growth Fund has been awarded an RSMR Active Fund Rating and been added to RSMR's list of ‘Active Rated Funds’. Lead Fund Manager Charles Glasse, and Fund Manager Chris Garsten, have successfully navigated multiple market cycles over more than two decades, identifying structural change early and delivering attractive risk-adjusted returns for investors through a consistent, high-conviction approach.

This achievement builds on the success of the Waverton European Capital Growth Fund, led by Chris Garsten, which received a RSMR Rating in 2024, and is a testament to the European team’s robust and repeatable investment process. As one of the UK's leading independent investment research firms, RSMR awards its ratings following a rigorous assessment of a fund's investment philosophy, process, people, performance, and governance. Receiving an Active Fund Rating is a significant endorsement of the team's investment approach and provides independent validation of both the quality of the funds and the consistency of the investment process.

Charles Glasse, Lead Fund Manager, commented: "We are delighted to receive the RSMR Active Fund Rating. It is a valuable endorsement of our disciplined investment philosophy and the work our team puts into identifying high-quality European companies with resilient business models, strong cash generation and the ability to grow their dividends sustainably over time. Our objective remains to deliver attractive long-term returns by investing in businesses that can create lasting value for our clients, and we are pleased to see our approach recognised by an independent research provider."

We are incredibly proud of Charles, Chris, Charlie, and the wider investment team on this well-deserved recognition.
To learn more about the methodology behind the RSMR Fund Rating, please visit the RSMR Fund Rating page.

For more information about the W1M's Waverton European Dividend Growth Fund, such as our latest factsheet, click here. And for any specific questions please get in touch with Sanjana Morjaria Ramrakha at sanjana.ramrakha@w1m.com.