Awards & Ratings

Waverton awarded the Elite Provider for Equities Rating for 2024

20 Mar 2024

Waverton has been placed 11th out of 66 groups in FundCalibre’s Fund Management Equity Index.

The index focusses on high quality active management, highlighting the best fund groups to retail investors and advisers. FundCalibre has awarded Waverton the Elite Provider for Equities Rating for the following four funds:

  • Waverton European Capital Growth 
  • Waverton European Dividend Growth 
  • Waverton Global Equity 
  • Waverton UK 

The full report is available to download here.

For more information, a copy of the prospectus or the KIID, please contact funds@waverton.co.uk

Our investment 
approach

We firmly believe in the benefits to clients of a global, active, direct and high conviction approach and we employ a rigorous institutional-grade investment process.

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