We offer institutional access to our funds via institutional share classes across a range of platforms. Whether you are seeking a complete multi-asset solution, or would prefer to select from our core building block of funds to form part of your multi-asset solution, we can offer our award-winning, actively managed strategies to compliment your portfolios.
Funds
Introducing our core building block funds
1.
Fixed Income
Our bond funds are designed to play a key role in multi-asset portfolios. The Sterling Bond Fund is a core building bloc, aiming to deliver attractive income with a focus on limiting downside volatility and achieving real, benchmark-beating returns over the long term. Whilst the Global Strategic Bond Fund is highly flexible, unconstrained strategy with a differentiated approach to hedging duration, currency, and credit risk.
2.
Equities
We offer a diverse range of global and regional equity funds, focusing on companies where the market underappreciates the quality of the business by identifying long-term sustainability of high returns (‘Compounders’) or the improving fundamentals (‘Improvers’). Our funds consist of high conviction portfolios, representing the ‘Best of W1M Equity Ideas’ through our Global Equity Fund, European Capital and Dividend Growth Funds
3.
Alternatives
Our alternative funds, the Real Assets Fund and Absolute Return Fund, are designed to provide diversification to traditional asset classes, inflation protection and access to differentiated premia. They provide exposure to a range of investments from listed investment companies, REITs to specialist fixed income, absolute return strategies and structured opportunities
The MA team leverages the collective expertise of Waverton’s 32-person cross asset investment team, employing a global, direct, bottom-up approach to selecting securities, seeking to construct portfolios that will achieve real returns. We offer a range of Multi-Asset Funds, from Defensive to Growth, a differentiated Multi-Asset Income Fund and MPS solutions, all set to suit a range of risk appetites.
Fund Centre
Discover a wealth of knowledge
Explore the Fund Centre for all available funds, share classes and price information.
