Awards & Ratings

Waverton’s MPS has been Highly Commended in the 2025 Defaqto MPS Comparator Awards

14 Apr 2025|1.5 min read

We are proud to share that Waverton’s Managed Portfolio Service (MPS) has been Highly Commended in the 2025 Defaqto MPS Comparator Awards — receiving recognition across the risk spectrum, with both our Growth and Balanced models acknowledged within their respective peer groups.

Unlike vote-led industry awards, the Defaqto MPS Comparator Awards are grounded in robust, data-driven analysis. They assess 5-year, discrete, net-of-fees, risk-adjusted performance, and spotlight the top five models in each comparator peer group. The top-performing model is named the Winner, while the next four receive Highly Commended honours — making this a true testament to consistent, high-quality portfolio management.

Covering the full UK Platform MPS universe, these awards are highly competitive and independent. Achieving multiple Highly Commended accolades in such a rigorous framework underscores the strength, discipline, and track record of Waverton’s MPS proposition.

To learn more about our award-recognised portfolios and investment services, please contact us or reach out to your local Business Development Manager.

Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise. You may not get back your initial investment. Capital security is not guaranteed. Clients should note that yields on investments may fall or rise dependent on the performance of the underlying investment and more specifically the performance of the financial markets. For further information on these funds please refer to the Prospectus "offering memorandum“.

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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