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.
Multi-Asset Balanced TCFD Product Report
WS Waverton Portfolio Fund TCFD Product Report
Global Equity TCFD Product Report
Waverton UK Fund TCFD Product Report
Asia Pacific Fund TCFD Product Report
Multi-Asset Defensive TCFD Product Report
European Capital Growth Fund TCFD Product Report
Waverton Funds Annual Report and Audited Financial Statements GERMAN (April 2024)
Waverton Funds Annual Report and Audited Financial Statements (April 2024)
Adviser DDQ support - ARC PCI report
Waverton Funds Annual Report and Audited Financial Statements SWISS (April 2024)
Adviser DDQ support - Waverton DDQ
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