Institutional Investors

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 

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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Showing 1–7 of 7 results
Why choose W1M
Brochure2025-04-28
WS Waverton Charity Growth and Income Fund Factsheet March 2025
Factsheet2025-04-17
WS Waverton Charity Growth and Income Fund Factsheet February 2025
Factsheet2025-03-20
WS Waverton Charity Growth and Income Fund Factsheet January 2025
Factsheet2025-02-17
Investing for Charities
Brochure2025-01-24
WS Waverton Charity Growth and Income Fund Booklet
Brochure2025-01-24
WS Waverton Charity Growth and Income Fund Restrictions
Restrictions2023-09-26

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:

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