Fund Centre
Explore our range of funds, investing across asset classes and regions and designed to meet a variety of needs. Here you will find fund factsheets, prospectus, KIIDs, PRIIPs, annual reports and more.
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.
The Fund Centre provides information on the Waverton Funds, including factsheets, prospectus, KIIDs, PRIIPs, annual reports and more.
Waverton Multi-Asset Balanced Fund Class P GBP (CH)
Waverton Global Strategic Bond Fund Class P GBP
Waverton Multi-Asset Defensive Fund Class B GBP
Waverton Strategic Equity Fund Class A GBP (CH)
Waverton Multi-Asset Balanced Fund Class B GBP
Waverton Real Assets Fund Class P GBP Inc
Waverton Strategic Equity Fund Class A GBP
Waverton Real Assets Fund Class M GBP Inc
Waverton Asia Pacific Fund Class I USD
Waverton Global Strategic Bond Fund Class PI USD Acc (AT;DE)
Waverton Multi-Asset Balanced Fund Class P Acc GBP
Waverton Multi-Asset Income Fund Class AI GBP (CH)
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