W1M’s Waverton Multi-Asset Fund Range has received official ratings from Square Mile

We’re delighted to announce that our Waverton Multi-Asset Fund Range has received official ratings from Square Mile, one of the UK’s most respected fund research houses.

• Waverton Multi-Asset Growth Fund – Awarded an ‘A’ Rating
• Waverton Balanced, Cautious, and Defensive Funds – Awarded ‘Positive Prospect’ status, with strong potential to receive an ‘A’ rating within the next 12 months, pending completion of their 3-year track records

The Funds join the Waverton Multi-Asset Income Fund which was added to the Square Mile Academy of Funds in June 2023. Square Mile said of the new ratings: "We believe the Waverton Multi-Asset range of funds is an attractive option for investors seeking a consistently applied and actively managed investment approach which spans a core range of investor risk profiles."

James Mee, Co-Head of Multi-Asset Strategy said: "We’re proud to have our Multi-Asset Funds recognised by Square Mile and particularly pleased to see the Growth Fund awarded an ‘A’ rating. This is a reflection of the strength and consistency of our investment process, and of the team behind it. We’re also encouraged by the ‘Positive Prospect’ ratings for the rest of the range and look forward to building on this as those strategies reach their three-year milestones. Many thanks to Alex Farlow and the Square Mile team for their thoughtful review and engagement.

You can read more on the Square Mile website under the Academy of Funds – Ratings Roundup section, here.

To learn more about W1M's Multi-Asset team, visit w1m.com/investment-funds/multi-asset