Charity Growth & Income Fund

We offer a range of actively managed funds to charities seeking a pooled approach, including our recently launched Charity Authorised Investment Fund (CAIF).

Helping charities grow their impact

The WS Waverton Charity Growth and Income Fund (CAIF) was developed to offer charity clients, regardless of size, the administrative ease of a fund in a cost efficient manner.

Actively managed, multi-asset fund
Built-in ethical screen
A minimum value of investment of £10,000
Suitable for a wide variety of charities

CAIF Investor Documents

Investor documents for the WS Waverton Charity Growth and Income Fund, including the fund KIIDs and application form, are published on the Authorised Corporate Director website:

View documents and application form

The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds.

Please note that Waverton and London and Capital have merged to form the W1M Group. However, W1M Investment Management Limited (formerly, Waverton Investment Management Limited) remains the Investment Manager of the Waverton Funds. The Management Company of Waverton Investment Funds PLC is Bridge Fund Management Limited.

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