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 Funds Condensed Interim Financial Statements SWISS (October 2024)
Waverton Funds Condensed Interim Financial Statements (October 2024)
Waverton Investment Funds Prospectus - Swiss Consolidated
Waverton Investment Funds Prospectus
Multi-Asset Income TCFD Product Report
Charity Growth and Income Fund TCFD Product Report
Strategic Equity Fund TCFD Product Report
Real Assets TCFD Product Report
Multi-Asset Cautious TCFD Product Report
Multi-Asset Growth Euro TCFD Product Report
European Dividend Growth Fund TCFD Product Report
Multi-Asset Growth TCFD Product Report
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